Project Estimation Settings

Estimation Options control how you budget work and track progress against plan. Depending on your plan, you can use Project Insights (lifetime budgets) and/or Resource Management (monthly budgets & allocations). These options appear after enabling Project Estimation Features in Company > Preferences > General Information.

Where to find it: In Company > Preferences > General Information, enable Project Estimation Features, then open Company > Preferences > Project Estimation.

Jump to a section:

• Prerequisites
• Which estimation model should I use?
• Project Insights (lifetime budgets)
• Resource Management (monthly budgets & allocations)
• Legacy: Project Estimation (deprecated)
• Examples
• Tips & safeguards
• Troubleshooting

Prerequisites

• Enable features: In General Information, check Enable Project Estimation Features. If budgeting by Amount, also check Enable Time Billing Features so billable amounts appear in reports and exports.
• Permissions: Admins and Managers (with edit rights) can configure project budgets; employees can see assignments/allocations where enabled.
  

Which estimation model should I use?

Pick the tool that matches how you plan and report:

• Project Insights: Consistently review the profitability of your projects.  ClickTime provides a simple dashboard showing the current costs, billing and margin based on a variety of budget types.
• Resource Management: Month-by-month budgets (hours or amount) with person-level allocations to plan and manage team capacity.

Project Insights (lifetime budgets)

Create a single lifetime budget per project (by Hours or Amount). ClickTime tracks actuals as your team logs time and shows progress, remaining, and burn rate.

• Budget basis: Hours or Amount (Amount requires Time Billing Features to be enabled).
• Visibility: Progress appears in project dashboards and related reports.
• Use cases: Fixed-fee contracts, grant totals, or engagements with a single cap.

Learn more: Project Insights — Overview

Resource Management (monthly budgets & allocations)

Plan monthly budgets per project and assign person-level allocations (hours). Track capacity, utilization, and progress by month.

• Budget cadence: Monthly hour or amount targets; roll up to project totals.
• Allocations: Assign hours to individuals so they can see expectations and managers can balance workload.
• Use cases: Team capacity planning against monthly budgets

Learn more: Resource Management — Overview

Legacy: Project Estimation (deprecated)

Some older accounts may still have access to Project Estimation, a simple estimate vs actuals tracker at the project level.

• Availability: Deprecated; only visible to paying organizations that used it before deprecation.
• If missing: If you previously had access and no longer see it, contact support@clicktime.com.

Legacy guide: Project Estimation — Overview

Troubleshooting

• “Estimation options aren’t visible.” Go to General Information and enable Project Estimation Features.
• “I can’t choose Amount.” Enable Time Billing Features so billable rates and amounts are available.
• “Legacy Project Estimation disappeared.” It’s a deprecated feature. If you previously had it, email support@clicktime.com.