Choose what happens when a project reaches its budget. The team asks, the client approves or declines, and the extra hours are billed later or invoiced first.
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Budget Approval
Sample dataWebsite Redesign
Budget: 200 hours · When the budget is reached: Hard limit
Hours used
200h of 200h
Hard limit
Time stops at the budget
Limited overrun
Over by a set percentage, then stops
Warn only
Time never stops, people are told
Time was not tracked
0m of the project's budget (200h) remains.
Ask the client for more budget
What to extend
Extra (hours)
Current budget: 200 hours
How should it be paid?
Why is it needed? (optional)
Two extra rounds of revisions were requested after sign-off.
Project Overview, as the client sees it
Budget approval
Maria Chen asks for +20 hours
Two extra rounds of revisions were requested after sign-off.
If you approve, an invoice for this amount is sent to you. The budget goes up and the team can keep tracking time once it is paid.
Add a note (optional)
The client is also told by email, with a link to the request. A request that nobody answers expires after 7 days.
Budget requests
Waiting for payment+20 hours · Invoice first
View invoiceApproved by the client. The budget goes up once the invoice is paid.
Shown to administrators only when the workspace owner allows it. A note is required, and the invoice stays owed.
What the client sees
Approved. Waiting for your payment.
After payment
Budget: 220 hours. Time tracking works again.
Illustrative mockup with sample data. Which options appear depends on the policy your workspace owner sets.
When a project runs past its budget, the extra hours usually get absorbed or argued about later. Taskip turns that moment into a clear step: time is refused or flagged at the cap, the team can ask the client for more, and the answer is on record. It works with time tracking and invoicing in the same workspace.
What is Taskip Budget Approval?
Taskip Budget Approval controls what happens when a project reaches its hours or money budget. The workspace owner sets the policy, each project picks a cap mode, a refused team member can send a request, and the project’s client approves or declines it. The extra work is then billed later, or invoiced first with work continuing after payment.
| Without Taskip | With Taskip Budget Approval | |
|---|---|---|
| Reaching the budget | Nobody notices until the hours are already worked | A cap mode per project, plus alerts to the people the owner chooses |
| Asking for more | An email thread that gets lost, or extra hours absorbed | A request from the refused team member, answered by the client on the project Overview |
| Paying for it | Extra hours billed after the fact and disputed | Bill later, or invoice first and let work continue once it is paid |
| Stale requests | A question left unanswered for weeks | The client is reminded, administrators are told, and the request expires after 7 days |
Each project can have a budget in hours, in billable amount, or both. A cap mode decides what the budget means.
“My day used to be a constant juggle between deep coding sessions and urgent client updates. Taskip has been a game-changer, streamlining my entire workflow.”
Subrata S., Chief Executive Officer
The owner decides who hears about a budget being used up, and how.
Project Health
Website Redesign Package
Bright Studio Co
Brand Identity Kit
North Peak Co
SEO Audit & Strategy
Lumen Agency
Social Media Management
Bright Path Co
3 tasks blocked for more than 5 days across active projects
A team member who is refused sees which limit was reached, with a Request more button.
Project Breakdown
2
To Do
2
In Progress
1
Review
1
Done
Assignee Performance
The client answers in a Budget approval card on the project Overview, with the amount, the reason and what approving will do. An email tells them a request is waiting and links to it.
The owner decides which ways to settle a request are on. Bill later is the default.
Settings, Time tracking, Budget policy holds the rules for every project. Only the workspace owner sees it.
Ready to bring Budget Approval into your workflow?
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3
cap modes: hard limit, limited overrun and warn only
7 days
before an unanswered request expires
48 hours
default wait before administrators are told, set by the owner
2
ways to settle a request: bill later or invoice first
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It depends on the project’s cap mode. With the default Hard limit, new time can no longer be tracked once the budget is reached. With Limited overrun, time can go over by a percentage you set and then stops. With Warn only, time is never stopped and people are told as the budget is used up. Time that was already logged is never removed. A team member who is refused sees which limit was reached and a Request more button.
Yes. The client sees the request in a Budget approval card on the project Overview, with the amount, the reason and what approving will do. An email tells them it is waiting and links to it. They can add a note and click Approve or Decline. If nobody answers, the request expires after 7 days.
Only if you choose it. Bill later is the default: when the client approves, the budget goes up and time tracking carries on, and the extra work is invoiced later as usual. With invoice first, an invoice is sent when the client approves and, by default, work continues once it is paid. The workspace owner decides which of these ways are on, and invoice first needs a billing contact and an hourly rate. See invoicing for how invoices are sent and paid.
Only an administrator, and only when the workspace owner has turned on the option for administrators to let work go on before payment, which is off by default. The administrator must write a note, the budget goes up at once, the invoice stays owed and the note is kept on the request.
The budget caps are set in hours, in billable amount, or both, whatever the billing type. On a fixed price project the contract value is what the client agreed to pay and is not the cap, so set a maximum hours budget to protect the fee. To see whether the fixed fee still leaves a margin, use Project Profitability.
By default, yes: people who are allowed to change a project’s budget can still do it, and project leads can change caps unless the owner limits that to administrators and managers. The owner can switch on a rule that the team must ask the client for more budget. It is off by default. When it is on, the team cannot raise a budget from the project’s budget settings, administrators included, so the client keeps control of their own budget.
Taskip Budget Approval, no credit card required
Start with Budget Approval
