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Create Budgets for Projects with Subprojects (Web)

If your company uses a main project with subprojects like phases, site sections, or units, you can create budgets for each one. BusyBusy can roll totals into the main project automatically or keep them separate. This article explains how.

Before You Begin

Make sure your project and its subprojects are already created under Project Management.

Each subproject must be nested under the correct parent project to appear in the Budgets view

Create Budgets for Subprojects (Web)

  1. Sign in to BusyBusy on the web.

  2. From the left navigation menu, select Budgets.

  3. Click the main project that contains your subprojects.

  4. On the left side, you will see a list of all subprojects.

  5. Select a subproject to open its budget.

  6. Choose Create Budget.

  7. Add cost codes (optional) and enter your planned labor hours, costs, and equipment details as needed.

Using the Autofill Higher Projects Toggle

  • Toggle Autofill Higher Projects ON to automatically roll this subproject’s totals into the main project budget.

  • Toggle OFF if you want the parent project totals to stay independent.

When Autofill Higher Projects is ON, BusyBusy will show a confirmation message reminding you that saving this subproject budget will adjust the parent project’s totals.

  1. Select Save.

Repeat these steps for each subproject you want to budget.

Build the Main Project Budget (Web)

Once your subproject budgets are created:

  1. Select the main (parent) project in Budgets.

  2. You’ll see each subproject listed in the Subprojects dropdown.

  3. If Autofill Higher Projects was used, the main project’s totals will already reflect the combined subproject totals.

  4. You can still manually edit the main project’s budget at any time:

    • Adjust totals

    • Add extra cost codes

    • Enter specific parent-level hours or costs

The parent project budget always remains editable, even when using Autofill.

How the Budgets Relate

When Autofill Higher Projects is ON

  • Subproject totals automatically flow up into the parent project.

  • Parent project totals adjust each time you save a subproject budget.

  • Great for large projects where the parent budget should always reflect real-time subproject totals.

When Autofill Higher Projects is OFF

  • Subprojects have their own budgets.

  • Parent project totals are controlled manually.

  • Useful if you want to review or adjust numbers at a higher level without tying them directly to subproject details.

Best Practices

  • Start by creating subproject budgets first; it makes building the parent budget easier.

  • Use Autofill Higher Projects when you want accurate rollup totals without manual work.

  • Leave Autofill OFF if your parent project requires rounding, adjustments, or contingency amounts.

  • Keep subproject names clear so it’s easy to read the breakdown.

Good to know:

You can quickly view all subproject budgets from the parent project by using the Subprojects dropdown in the upper-right corner of the budget screen.

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