...
Click the "New Budget" button right under the budget grid listing.
...
The "New / Edit Project Budget" window will pop-up. While only one field (Budget Name) is required here, you should fill out all the information you have for this budget. Here's a description of the fields and how they affect Billable Time.
Start Date - Without a start date for the budget, users will not be able to enter billable time sheets against the budget.
End Date - This is the date you want to stop allowing users to enter billable time against the budget. Leaving this blank will leave the budget open ended so users can always enter billable time against it.
Billing Cycle - This is a number from 1 to 99 that works with the drop down next to it (day(s), month(s), year(s)) so that the customer can be invoiced for work performed at regular intervals nearly automatically.
Next Billing Date - This field automatically updates itself after invoices are created using the "Process Invoices for Billable Time" window based on the last billing date + the billing cycle. It will also fill itself out initially if a start date and a billing cycle are chosen.
Terms of Sale - The terms used when creating invoices using the "Process Invoices for Billable Time" window.
User Drop Down List - This is used to alert a user when the budget reaches a percentage of capacity. The user can see these budgets from the "Today" pop-out panel and "Budget Capacities".
Alert % of Cap - This is the percentage the budget must read before it shows up on the "Today" pop-out panel and "Budget Capacities".
When you have finished filling out this form, click the "Save" button. Your new budget will appear in the Budget Listing grid in the "Time and Materials Budgeting" window.
...
Choose the Billable Service you want to add to this budget from the tree on the top left. When you click a service the defaults will load into the details of the form, but you can change any of the defaults at this time before saving. Click the "Save Service" button to save the service. In this window you can also setup automatic time entries of the budgeted hours every time a bill is created. Here's the scenario. Your customer buys a block of time from you every month to perform the selected service and you give them a special price for buying blocks. You perform the services during the billing cycle and the hours are detailed on the invoice but not charged for at the regular rate until the block of hours is used up. Checking the "Make Automatic Time Entries of Budgeted Hours Every Billing Cycle will add an automatic time sheet to the bill using the Employee chosen in the drop-down list box just below the checkbox for the budgeted hours filled out. The service must be saved before making automated time entries. You can also choose not to bill the customer for billable hours until the number of budgeted hours created by the automated time entry have been reached.
...