---
title: "Budgeting"
slug: "budgeting"
abstract: "Overview of budgeting, including how to create a budget for basic and multi-stage projects."
---
# Budgeting

You create detailed budgets at the project level. You can display budget information as a:

- **Table** :mdiViewList: - a table lists budget line items with the option to inline-edit and filter the rows using search filters.
- **Pivot table** :mdiTablePivot: - a pivot table lets you to visualize data as a multi-dimensional dynamic table (where budget line items are displayed based on a specific grouping) or as a column chart (where the data is displayed in columns using the grouping you have defined). With both the pivot table and the column chart, you can display aggregated data as a balance or as a sum. And, you can move any field to the X-axis or to the Y-axis in order to group the results. You can also switch between pivot table views using the drop-down list in the top-left corner of the table. See [display the budget as a pivot table](https://doc.sitecore.com/ch/en/users/content-hub/display-the-budget-as-a-pivot-table.html "Display the budget as a pivot table").

> [!note]
> You can configure new visualizations and aggregations in [the pivot table](https://doc.sitecore.com/ch/en/users/content-hub/configure-pivot-table-view-settings.html "Configure pivot table view settings").

To create a budget for a *basic project*:

1. On the menu bar, click **Project** > **Projects**.
2. On the **Projects** page, click a basic project to open the project details page.
3. On the project details page, click the **Budget** tab.
4. [Add a budget line item](https://doc.sitecore.com/ch/en/users/content-hub/add-and-filter-budget-line-items.html "Add and filter budget line items").

To create a budget for a *multi-stage project*:

1. On the menu bar, click **Project** > **Projects**.
2. On the **Projects** page, click a multi-stage project to open the project details page.
3. On the project details page, click the **Timeline** tab.
4. Click a stage in the timeline to open the details page.
5. Click the **Budget** tab.
6. [Add a budget line item](https://doc.sitecore.com/ch/en/users/content-hub/add-and-filter-budget-line-items.html "Add and filter budget line items").

> [!note]
> To see a summary of the budgets defined for each stage of a multi-stage project, click the **Overview** tab.