Time & Budget (Customer Overview)

The Time & Budget overview gives customers a clear, self-scoped picture of their projects: how much time has been tracked, where the budget stands, and which budget approvals are waiting for a decision. It is deliberately simpler than the staff time-tracking view — no individual entries, no per-day or per-user breakdown — so external stakeholders get transparency without the internal detail.

Where to find it

As a customer, open Time & Budget in the sidebar. The page lives at /time-budget.

The entry and the page are only visible if you have the View customer overview permission (customer-overview:view). If you don't see it, ask an administrator to grant it via your permission group.

What you see

For each project you are a member of, the overview shows:

• Tracked time per ticket — the total tracked time, bundled per ticket. Individual entries, per-day and per-user breakdowns are intentionally not shown. Unconfirmed drafts (PENDING entries) are excluded, so the numbers reflect confirmed work only.
• Budget status — how much of the configured board budget is spent and how much remains. These are the same numbers your team sees in the staff view.
• Pending budget approvals — every budget request that is waiting for a decision.

If a project has no budget configured, the overview says so instead of showing an empty bar. If no time has been tracked yet, it tells you that too.

How the budget status is calculated

A budget is a billing promise. So Spedy measures it against the hours that actually get charged -- not against everything ever booked.

Concretely: hours flagged non-billable don't count against the budget. That mainly covers hours past the budget of a fixed-price ticket, which are never invoiced anyway, plus entries someone marked non-billable by hand. The percentage, the "near budget" warning, the "over budget" warning and the remaining hours all derive from that.

The booked time isn't hidden as a result:

• The budget bar gains a second, neutral segment behind the fill for the non-billable share.
• Underneath it, a legend spells it out -- for example "7.25h non-billable -- not counted against the budget (42.25h tracked)".

If a number differs from your own calculation, that legend tells you where the difference comes from.

You'll find the same presentation everywhere a budget appears: in this overview, under Planning & Reports → Budgets, on the dashboard's budget alert card, and in the time & budget chip in a board header.

Ticket rows in those lists measure against the same reference as fixed-price capping -- the ticket's budget, else its estimate -- and show their own capped share. A ticket whose overrun was capped long ago therefore no longer renders as a red bar.

Filtering by project

By default the overview lists every project you have access to. The project filter at the top of the page narrows it down to a single project:

1. Click the filter (it starts out showing All projects)
2. Search for the project name in the search box
3. Pick the project

Both the project cards and the pending budget approvals then show that one project only. All projects takes you back to the complete overview.

Sharing the filtered view

The selection lives in the address bar as ?boardId= -- for example /time-budget?boardId=…. You can copy that URL and pass it on; whoever opens it lands directly in the filtered view (within their own permissions).

For the same reason, the time & budget chip in a project board's header now takes you straight into that project's filtered view instead of the full list.

If a link points at a project you can't (or can no longer) see, or one that has no data, you get a Project not found note with a Show all projects button instead of an empty page.

Approving or rejecting a budget

Each pending approval has two actions:

1. Approve — signs off the requested budget with a single click.
2. Reject — declines the request. You can add an optional note explaining why, which the team sees.

Pending approvals also appear directly on your customer dashboard, so you can sign off quickly without opening the full overview first. Budget approvals work the same way here as on the ticket itself — see Budget Approvals for the full flow.

At a glance in the board header

For a quick check without opening the full page, a compact time & budget summary now sits in the header of each project board. The chip shows:

• the time booked in the current billing month (including unbilled time carried over from previous months) next to a clock icon, and
• when a budget is configured, a small progress bar with a percentage that turns amber or red as the budget runs low or is exceeded.

A click opens the full Time & Budget view. The numbers are exactly the same as on that page. The chip only appears if you have the View customer overview (customer-overview:view) or View budget (budget:view) permission, and self-hides when there's no permission or no data.

Common notes

• Self-scoped: You only ever see the projects (boards) you have access to. The overview never exposes other customers' projects.
• Confirmed time only: Draft time entries that haven't been confirmed yet (PENDING) are left out on purpose, so the totals don't fluctuate with unreviewed drafts.
• Permission-gated: Visibility is controlled entirely by the customer-overview:view permission. Removing it hides both the page and the sidebar entry.