Sync Buget Cost and Revenue Details for Projects | FAQ

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Is it possible to sync the budget cost and budget revenue details for projects created from Zoho Project?

Yes, to sync the budget details, you will have to enable the Revenue Budget field from Zoho Projects. Once done, the Project Budget in Zoho Projects will be synchronized with the Cost Budget field in Zoho Books. Similarly, the Revenue Budget in Zoho Projects will be synchronized with the Revenue Budget field in Zoho Books.

Note: If the billing method is set as Fixed price for project in Zoho Projects, you can only specify a Project budget in Zoho Projects, which will then be synced with the Cost Budget field in Zoho Books.

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