You don't type numbers into a client's Budget or Roadmap. Both Parts add up the budgets you've already entered elsewhere in Strategy Overview.
Where the Budget and Roadmap numbers come from
The Budget Part and the Roadmap Part on a Report read from the same five sources:
Devices: each device's replacement Budget, Month and Year. See Your Clients' Technology.
Initiatives: each Initiative's Budget, Month and Year. See From Findings to Initiatives.
Agreements: the client's contracts and recurring costs.
Plan items: amounts on the items in a client's Plan.
Assessment items: amounts on the items in the Report's Assessment.
A source only counts when its Part is on that Report. An agreement, for example, reaches the Budget only when the Report has the Agreements Part.
Include in Budget
Every Initiative and every agreement has an Include in Budget checkbox. With Include in Budget off, that Initiative or agreement is left out of both the Budget and the Roadmap. An Initiative starts with Include in Budget on.
Counting each cost once
Strategy Overview removes one double count for you. While a device is linked to an Initiative, the device drops out of the Budget and Roadmap, so only the Initiative counts. Turn off Include in Budget on that Initiative and the device counts again.
Nothing else is checked for overlap. An Assessment item linked to an Initiative still counts, and so does a Plan item or an agreement that covers the same spend as an Initiative. Give each kind of cost one home:
Hardware replacements: on the device while the replacement is a forecast, then on an Initiative linked to that device once it's a real project.
Projects: on the Initiative. If a Plan holds the detail behind a project, leave the amounts off the Plan items.
Contracts and services the client already pays for: on Agreements.
Assessment findings: put budgets on Initiatives. Budgets already on Assessment items still count, so move them over when you can.
Agreements
The Agreements module holds each client's contracts and recurring costs.
Where agreements come from: agreements sync from ConnectWise PSA only, which Connect Your Integrations covers. On any other PSA, add them by hand: in the Agreements module, click Agreement.
Include in Budget: an agreement synced from ConnectWise PSA starts with Include in Budget off, so nothing from your PSA reaches a client's Budget until you turn it on. An agreement you add by hand starts with Include in Budget on.
Status: an agreement counts only while its Status is Active.
Recurring or one-time: a recurring agreement shows on the Budget only. An agreement with a Billing Cycle of One-time shows on the Budget and on the Roadmap, in the month of its Start Date.
Fiscal years
Your budget years start in the month you set as Default Fiscal Year Start in Settings > System > General > Company Information. A client on a different fiscal year can have their own: the client's company record has the same Default Fiscal Year Start field, which is set to Default from Account Settings until you change it.
When a fiscal year starts in any month other than January, the Budget and Roadmap label each year as a range, such as FY2026/27, and the quarters follow the fiscal year. You still enter a calendar Month and Year on each item. A Completed Report keeps the fiscal year it had when it was completed.
The Budget Part and the Roadmap Part
The Budget Part and the Roadmap Part read the same sources and lay them out differently:
The Roadmap is the timeline. It lists each item that has a year, a month or a one-time amount, grouped by year and then by quarter.
The Budget is the money view. It shows each item's one-time and recurring amounts month by month, grouped by year.
On an Open Report, an Administrator, Manager or Builder can open Part Settings on either Part, where each source has a tab with an eye icon that shows or hides it. Part Settings are saved on the Part in the Report template, not only on that Report. The Budget Part's Recurring switch starts on. With Recurring off, the Budget shows one-time amounts only.
Common questions
Why isn't an agreement showing on the Budget?
An agreement shows on the Budget only when its Include in Budget checkbox is on, its Status is Active, and the Report has the Agreements Part. A recurring agreement also needs Recurring turned on in the Budget Part's Part Settings.
Why did a device disappear from the Budget?
A device disappears from the Budget and Roadmap when the device is linked to an Initiative, because only the Initiative counts. To count the device's own budget again, unlink the device, or turn off Include in Budget on the Initiative.
Why isn't a recurring cost showing on the Budget?
A recurring cost shows on the Budget only when the item has a Recurring amount, a Period and an Effective Date (Effective on Plan items), and Recurring is on in the Budget Part's Part Settings. With no cancellation date, the cost repeats until five years after its start. The Roadmap lists a recurring-only item only when it also has a month or a year.
Why isn't an Initiative showing on the Budget or Roadmap?
An Initiative is left out when its Include in Budget checkbox is off, or when the Initiatives source is hidden in Part Settings. Also check the Parts filter at the top of the Budget or Roadmap: once Parts are picked there, only those Parts count.
Can I enter a discount or credit?
A discount or credit can be entered as a negative amount. It shows with a minus sign and lowers the totals.
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