---
title: "Record and update the project budget"
url: "https://help.altus.pro/de/article/record-and-update-the-project-budget"
language: "de"
last_updated: "2026-09-02T04:31:06.249Z"
---

# Record and update the project budget

The project budget defines management’s expectations on how much the project will cost. Defining the project budget is optional as some organisations have existing systems for project financial accounting.  
 

[Vimeo video](https://player.vimeo.com/video/1204683201)

  

To record the project budget:

1.  Click **+New > Budget** from the **Financials** grid.  
     
2.  Set the budget information and click **Generate Transactions.**  
     
3.  In the pop-up dialog box, set the **Amount to distribute, Start date, End date** or **Number of months** and click **Generate.**  
      
    **Note:** This step distributes the total budget amount entered evenly spread across the set period.   
     
4.  Click **Save and Close** to record budget transactions.  
     
5.  Adjust and update budget amount if necessary and click **Save** to apply changes.  
      
    **Tip:**  Unless locked by the admin, you can also edit the budget amount in-cell within the grid. 

**Important:** FInancials can only be captured at the project level, not at the program or portfolio level. The project financials only roll up to the program and portfolio-related reports.