{"id":236772,"date":"2026-04-20T07:40:36","date_gmt":"2026-04-20T06:40:36","guid":{"rendered":"https:\/\/www.factuur-software.nl\/?p=236772"},"modified":"2026-04-27T09:26:21","modified_gmt":"2026-04-27T08:26:21","slug":"help-projecten","status":"publish","type":"post","link":"https:\/\/www.factuur-software.nl\/en\/help-projecten\/","title":{"rendered":"PROJECTS HELP"},"content":{"rendered":"
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Project budget rule<\/h1>\n

When you are in the main menu PROJECTS, you will see project budgets at the bottom of the lines. With a project budget<\/strong> Set an expected amount or number for each project. During the project, you'll see at a glance how much you've already spent and how much room is left. This way, you maintain control over costs and hours.<\/p>\n

You can per project multiple budget lines<\/strong> to add, for example, one line for the total project and a separate line for a specific product group or service.<\/p>\n

Example of a PROJECT BUDGET<\/strong><\/p>\n<\/div><\/div>\n\n

\"\"<\/span><\/div>\n\n
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Where does the system get the consumption data from?<\/h2>\n

The consumption you see in the project budget overview is fully calculated based on your invoices and invoice lines<\/strong>. So nothing is kept separately; the system simply looks at all invoices linked to this project.<\/p>\n

Concretely, this means:<\/p>\n

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  • An invoice line counts towards a budget line if the scope matches<\/strong> (correct product group, correct product, within the correct period).<\/li>\n
  • Amounts are always excluding VAT<\/strong> added up.<\/li>\n
  • Concept invoices do not count.<\/strong> \u2014 only invoices actually issued will be booked as consumption.<\/li>\n
  • If you adjust an invoice, add a line item, or delete an invoice, the consumption will adjust automatically.<\/li>\n<\/ul>\n

    Important:<\/strong> Do you want an invoice to count towards the project budget? If so, make sure to select the correct [option] when creating the invoice. project<\/em> selects the project. Without a project link, we do not see the invoice as consumption.<\/p>\n<\/section>\n

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    Step 1 \u2014 Choose the level<\/h2>\n

    At the top of the screen, you determine the level at which the budget applies:<\/p>\n\n\n\n\n\n\n\n
    Level<\/th>\nWhat are you guarding?<\/th>\nWhen do you use this?<\/th>\n<\/tr>\n<\/thead>\n
    Total project<\/strong><\/td>\nThe entire project together<\/td>\nIf you just want to monitor one general budget<\/td>\n<\/tr>\n
    Product group<\/strong><\/td>\nAll products\/services within a group<\/td>\nMaterials only or Hours only\"<\/td>\n<\/tr>\n
    Specific product<\/strong><\/td>\nOne specific product or service<\/td>\nSpecifically \"sandpaper\" or \"travel hours\"<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Tip:<\/strong> You can combine them. A budget for \"Total Project\" and a separate line for \"Product Group: Materials\" can coexist perfectly fine. Both count their own consumption independently.<\/p>\n<\/section>\n

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    Step 2 \u2014 Fill in the scope<\/h2>\n

    Depending on the selected level, the fields below will become active:<\/p>\n

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    • Product group<\/strong> \u2014 appears at level Product group<\/em> and Specific product<\/em>. Choose one of your existing product groups from the list.<\/li>\n
    • Product<\/strong> \u2014 only appears at level Specific product<\/em>. Click the button \u2026<\/code> to search for a product.<\/li>\n<\/ul>\n

      At level Total project<\/em> You don't need to fill anything in here.<\/p>\n<\/section>\n

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      Step 3 \u2014 Fill in the budget<\/h2>\n

      You can budget for amount<\/strong>, or number<\/strong>, or both.<\/p>\n

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      • Budget amount (excl. VAT)<\/strong> \u2014 the maximum amount you want to spend or invoice for this scope. Always excluding VAT.<\/li>\n
      • Budget number \/ hours \/ units<\/strong> \u2014 the maximum number of pieces, hours, or other units.<\/li>\n<\/ul>\n
        A 0<\/code> means Do not guard this<\/strong>. Do you want to send only by amount? Enter an amount and leave the quantity at 0. The other way around.<\/div>\n

        Examples<\/h3>\n
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        Example 1 \u2014 Monitor Amount<\/dt>\n
        Amount = 5.000,00<\/code>, Number = 0<\/code> \u2192 You will receive a warning as soon as the invoiced value approaches \u20ac5,000.<\/dd>\n
        Example 2 \u2014 Monitoring Hours<\/dt>\n
        Amount = 0<\/code>, Number = 40<\/code> You will receive a warning when you are approaching 40 booked hours.<\/dd>\n<\/dl>\n<\/section>\n
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        Step 4 - Determine the period (optional)<\/h2>\n

        With Period of<\/strong> and Period to<\/strong> you limit the budget to a certain timeframe.<\/p>\n

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        • Leave both blank \u2192 the budget applies to the entire project duration.<\/li>\n
        • Fill in both \u2192 strictly applies between these two dates.<\/li>\n<\/ul>\n<\/section>\n
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          Step 5 \u2014 Comments<\/h2>\n

          Free text field for comments.<\/p>\n<\/section>\n

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          Warning for overlapping periods<\/h2>\n

          If you save a new budget rule with the same scope and an overlapping period, you will receive a warning to prevent double counting.<\/p>\n<\/section>\n

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          Frequently Asked Questions<\/h2>\n
          \nCan I have multiple budget rules per project?<\/summary>\n

          Yes. For example, one for the total project and separate lines for each product group.<\/p>\n<\/details>\n

          \nDoes VAT count towards the budget?<\/summary>\n

          No. Both the budget amount and the consumption are calculated. excluding VAT<\/strong>.<\/p>\n<\/details>\n

          \nMy bill isn't in the consumption. How can that be?<\/summary>\n

          Check that the invoice is no longer a draft, is linked to the project, and falls within the correct period and product group.<\/p>\n<\/details>\n<\/section>\n<\/article>\n

           <\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[],"formats":[],"class_list":["post-236772","post","type-post","status-publish","format-standard","hentry","category-help"],"dsm_author":{"name":"PERIFACT Administrator","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/8de22c10ded195630d871461d3f2cee972bd784092b110c358657ffaa08b81ab?s=96&d=mm&r=g","archive_link":"https:\/\/www.factuur-software.nl\/en\/author\/emile\/","biodata":"Beheer PERIFACT factuur software"},"dsm_categories":[{"term_name":"help","term_id":24,"term_link":"https:\/\/www.factuur-software.nl\/en\/help\/"}],"dsm_attachment_categories":[],"dsm_featured_image":null,"dsm_comment_count":0,"_links":{"self":[{"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/posts\/236772","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/comments?post=236772"}],"version-history":[{"count":9,"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/posts\/236772\/revisions"}],"predecessor-version":[{"id":236808,"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/posts\/236772\/revisions\/236808"}],"wp:attachment":[{"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/media?parent=236772"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/categories?post=236772"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/tags?post=236772"},{"taxonomy":"post_format","embeddable":true,"href":"https:\/\/www.factuur-software.nl\/en\/wp-json\/wp\/v2\/formats?post=236772"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}