Retainer Budgets

📋 Launch in-app training

What happens next?

  1. 1. Teamwork.com will open in a new tab.

  2. 2. Follow the guided instructions — we’ll tell you exactly where to click and you’ll learn by doing.

  3. 3. That’s it!

Launch training
guide illustration

Course Description

Let's pretend we're a math book: You have a budget. In a month you'll have the same budget again. The amount you spent last month, impacts how much you can spend this month.

Essentially, you have a retainer budget. Now, let's pretend you don't like doing retainer budget math. Enter: Teamwork retainer budgets.

By the end of this training, You'll:

  • Understand the difference between standard and retainer budgets

  • Create a financial or time-based retainer budget (or both!)

  • See how tracking time affects budget usage

IS THIS TRAINING FOR YOU?

Take this training if...

  • You need Retainer (repeating) Budgets

  • You need budget surpluses or deficits to carry over to the next period

  • You don't know if you should use financial or time-based budgets

  • You need to track progress towards your budget so you stay on track

Don't take this training if...

  • You haven't created projects and tasks yet

  • You work with Standard (non-repeating) Budgets

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