Screenshot, Adding a client
Add the client
Every workspace keeps its own client list. Add the client once and they're available for budgets, projects, and reports from then on.
Give every client a budget, let logged hours count against it automatically, and hand over printable budget-vs-actual reports, no spreadsheet reconciliation, no surprises.
Follow a client engagement through Claritask, from the first estimate to the final report.
Every workspace keeps its own client list. Add the client once and they're available for budgets, projects, and reports from then on.
Name it, set the total, and tie it to the client and the project it covers. Company-wide budget defaults keep new budgets consistent.
Flip the budget to active and tracking begins. Only active budgets accumulate hours, so retainers and phases stay cleanly separated.
As your team logs time on the project's tasks, the hours count against the budget automatically. Nobody fills in a second system.
The budget view shows spend against total in real time. Overruns surface while there's still time to talk to the client, not after.
Print or export a clean budget report, what was budgeted, what was spent, on what, and attach it to the invoice. Trust, documented.
If hours become invoices in your business, budgets keep both sides of the relationship honest.
Run every retainer and project budget side by side, per client, with monthly reports built in.
Estimates on sprints, actuals from logged time, budgets per engagement, one chain of truth.
Phase-based budgets with clean handover reports at every milestone, clients see exactly what they paid for.
Treat departments as clients and track effort against internal budgets, great for cost allocation.
Clients, budgets, tracking, and reporting, connected to the tasks the money pays for.
A simple client roster per workspace, every client connects to their budgets, projects, and history, so "what's the story with Acme?" has a one-screen answer.
Each budget has a name, a total, a client, and a project, and a switch that turns tracking on. Hours logged on the project count against it automatically.
Set company-wide defaults once, and every new budget starts from the same baseline. Less setup per engagement, more consistency across the books.
Budget vs. actual in a clean, printable layout, what was budgeted, what was spent, broken down by the work that consumed it. Attach it to the invoice and skip the awkward call.
Want clients in the loop without opening the whole shop? Invite them with the Client role, they see their projects and progress, and nothing else.
Budgets that track themselves, and reports your clients actually believe.