We can even add a Column Summary to show the sum of all of the costs in each group. Now that we have our tasks and projects plotted into our board, we can begin adding our expenses! Let's add a Numbers Column to our board, and fill it in with the total budget, as well as the budget per item.
We'll use a People Column to assign the person responsible for each task, and a Status Column to update where we stand on each task, and a Date Column to set deadlines.
Once we have our items plotted into our board, we'll add a few columns to help us define details about the tasks. Next, we'll add our items, which will each represent a task that must be done to prepare for the event. Let's set up a board where we can track all of the expenses associated with one of our projects.įirst, we'll create a group for each project, or in this case, each upcoming event to be planned. To help you get better control, we're going to show you all our best tips and tricks for tracking and monitoring your budget with ! ? The tricky part comes with tracking spending and expenses as your project progresses. Setting a budget is a crucial part of the project planning process.