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Understand “Autofill Higher Projects” in Budgets (Web)

This article explains what the Autofill Higher Projects toggle does, when to use it, and how it affects your parent project’s budget totals.

The Autofill Higher Projects toggle controls whether the totals from a subproject budget automatically roll up into the budget of the parent (main) project. This setting helps you decide how connected or independent you want your project and subproject budgets to be.

What “Autofill Higher Projects” Does

When you create a budget for a subproject, you’ll see a toggle labeled Autofill Higher Projects.

When Autofill Higher Projects is ON

  • The subproject’s totals (labor hours, labor costs, equipment hours, and equipment costs) are automatically added into the main project’s budget.

  • Every time you save that subproject budget, the parent project updates to reflect those totals.

  • BusyBusy will show a confirmation message before updating the parent project.

When Autofill Higher Projects is OFF

  • The subproject’s totals will not update the main project budget.

  • You can manually adjust the parent project budget without it being overwritten by subproject changes.

  • Subprojects remain fully separate from the parent totals.

Where to Find the Toggle

You will see Autofill Higher Projects when:

  • Creating a new budget for a subproject

  • Editing an existing subproject budget

The toggle appears near your total hours and cost columns, shown here:

When to Use Autofill Higher Projects

Use Autofill ON When:

  • You want the parent project budget to always reflect the sum of all subprojects

  • You’re managing large jobs (e.g., subdivisions, multi-phase projects)

  • Project managers need a real-time rollup of all subproject labor and costs

  • You want consistent reporting across all project levels

Use Autofill OFF When:

  • You want to review or adjust parent totals manually

  • You’re adding buffer time, contingency, or management hours at the parent level

  • You want subproject budgets for detail, but a simplified parent budget

  • You’re experimenting with budget structures and don’t want automatic rollups yet

How It Impacts Budget Editing

Even when Autofill is ON:

  • You can still edit your parent project’s budget manually

  • You can add parent-level cost codes

  • You can adjust totals if needed

Just remember:

If Autofill is ON and you save a subproject budget later, the parent totals will update again.

Best Practices

  • Create your subproject budgets first before building the parent project.

  • Turn Autofill ON when you want a live, accurate rollup of all subprojects.

  • Turn Autofill OFF if you need flexibility in the parent project or want to control it manually.

  • Review subproject totals often to ensure your parent project reflects the structure you expect.

Tip

You can view all your subproject budgets from the parent project by clicking on the main project, then use the dropdown menu (in the middle) to select Subprojects.

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