Prevent project cost overruns with budget-vs-actual you can see mid-project
Most cost overruns aren't discovered - they're revealed, usually at final invoicing, when it's too late to change course. CrmLeaf's project budgeting rolls up actuals live from the work you're already logging, so a budget problem is visible while there's still time to act on it.
- Free trial
- No credit card
- Free onboarding
Where overruns hide
Four causes, and what closes them
- 01
Budget vs. actual is checked monthly, if at all
Project budgeting (add-on) derives actuals live from a project's existing expenses, timelogs, purchase orders/bills and invoices - no double entry, and no waiting for month-end.
- 02
Nobody sees an over-budget project until it's over
Over-budget alerts fire from the same live budget-vs-actual view, so a manager sees the problem while the project can still be adjusted.
- 03
Time logged doesn't connect to what was actually budgeted
Timesheets roll into the same project record the budget is tracked against, so logged hours and planned budget are the same data, not two separate exports.
- 04
Milestone work goes unbilled until a full invoicing cycle
Milestone invoicing bills a completed milestone directly from its billable work, so delivered value doesn't sit unbilled while a project runs over.
The mechanism
What a live budget view actually changes
The mechanism is simple: actuals are never manually entered - they're derived from the expenses, timelogs, purchase orders and invoices already in the project.
- Actuals derived live from existing project data
- 0 double entry
- Actuals derived live from existing project data
- Earned value management on the same budget
- EVM
- Earned value management on the same budget
- Over-budget flags before final invoicing
- Alerts
- Over-budget flags before final invoicing
- Budget, time and billing on the same project
- 1 record
- Budget, time and billing on the same project
FAQ
Common questions
No. Project budgeting derives actuals live by rolling up the project's existing expenses, timelogs, purchase orders/bills and invoices - you only plan the budget.
See the mechanism working on your own numbers
Bring a real deal, project or spreadsheet to a 30-minute demo and we'll show exactly where it fits in CrmLeaf.
Free 15-day trial · Free onboarding · Free data migration · Cancel anytime