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Tabulated (similar to Excel) Input interface for Budget / Fee creation

Feature Requests

We are wondering if it would be feasible to investigate an option where the user interface for the Budget / Fee creation area could look similar to an Excel / Table - where “Resources” are listed across top (columns), with “Tasks” along the side (rows).

Refer attached image for example of an Excel version.

This would enable the more rapid iteration and editing of hours allocated to each task / resource.

Status: Released6 comments

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Comments6

  • Salmon Sparrow

    •

    Oct 20, 2025

    I would love to see this feature. We have many sub-projects to budget and track hours by tasks rather than phases. The current way of assigning resources takes a long time to go into each sub-project modal and doesn’t give us the high level view of tweaking the hours.

  • Simon Berry

    Team•

    May 8, 2025

    Hi Michael

    Thanks for this suggestion - it (based on your description) is in fact already on our roadmap !

    • Plum Burrito

      •

      May 8, 2025

      Great news Simon. Any indication on the approximate release date?

      • Ivona Milanova-Thomaides

        Team•

        May 20, 2025

        Hi Michael,

        We’re still in the early stages, but will let you know once we make some more progress 😊

        • Plum Burrito

          •

          May 20, 2025

          Sounds good Ivona. We’d love to be Beta testers if you need some help during the development phase.

          • Ivona Milanova-Thomaides

            Team•

            May 20, 2025

            Awesome, we’d love your input!