--- title: Contract Budget Types description: There are three types of Budgets that can be applied to Contracts.  This topic will cover how to apply and use these with Contracts. Pre-requisites: How to Set Up a Contract Type, How to Create a Cont --- [Skip to content](https://knowledge.gensolve.com/migration/knowledge/contract-budget-types#main-content) English Show submenu for translations [Customer portal](https://knowledge.gensolve.com/help?hsLang=en) ![gensolve-logo-white-kb.png\]](https://knowledge.gensolve.com/hs-fs/hubfs/gensolve-logo-white-kb.png?height=40&name=gensolve-logo-white-kb.png) - [Default HubSpot Blog](https://knowledge.gensolve.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://knowledge.gensolve.com/blog) - English Show submenu for translations - [Customer portal](https://knowledge.gensolve.com/help) - Go to gensolve.com Go to gensolve.com Welcome to Gensolve - There are no suggestions because the search field is empty. 1. 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[Contract](https://knowledge.gensolve.com/migration/knowledge/gensolve-enterprise-manager?hsLang=en#contract) # Contract Budget Types ### Reason There are three types of Budgets that can be applied to Contracts.  This topic will cover how to apply and use these with Contracts. - Provider - Budgeted Hours - Budgeted Value Pre-requisites: [How to Set Up a Contract Type](https://app.hubspot.com/knowledge/7759573/edit/99099254356), [How to Create a Contract](https://app.hubspot.com/knowledge/7759573/edit/99094720270) ### Solution Topics Covered: Setting Up Contract Budgets against the Contract Type      Budget Group - Hours      Budget Group - Value Adding Budgets to a Contract      Adding Provider Budgets      Adding Budget Group - Hours      Adding Budget Group - Value #### Setting Up Contract Budgets against the Contract Type 1. To create a default, or non-default **Budget** against a **Contract Type**, go to Contracts \>\> **Contract Types** \>\> Get Data Select a Contract Type to edit or go to **Step2** if adding a new **Budget**.  If you have not created a **Contract Type**, please see How to Set Up a Contract Type. 2. Select the **Budgets** tab \>\> Add Budget You can set up 2 types of **Budgets** from here (**Note**: *Provider Budgets are set against the actual Contract*).  Click on the Budget Type and select either Budget Group - Hours, or Budget Group - Value, depending on your requirements. ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Type_Budget_Add_New.png) #### Budget Group - Hours 1. In the **Contract Type Budget** form that appears, select Budget Group- Hours from the Budget Type drop down field 2. Enter the Budget Type Name 3. Tick if this is to be a **Default Budget** for this **Contract Type**. This is an optional setting. If ticked, it will then be added by default on all Contracts using this Contract Type. If unticked, the budget can be manually selected on each Contract using this Contract Type 4. Add any Notes if required 5. Enter the Budgeted Hours 6. Restrict to Sub-Type if required.  If no **Sub-type** is selected, the **Budget** is made available to all **Contracts** created using this **Contract Type**.  To understand **Contract Sub-Types** please see the **Multiple Contract Types** link in the See Also at the bottom of the page 7. If the Budget is going to allow only certain charges, tick Restrict the Charges that this Budget Allows? Then select the relevant charges by clicking Select Charges 8. Click OK and click Save on the Budget tab #### ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Budgeted_Hours_Contract_Type.png) #### Budget Group - Value 1. In the **Contract Type Budget** form that appears, select Budget Group- Value from the Budget Type drop down field 2. Enter the Budget Type Name 3. Tick if this is to be a **Default Budget** for this **Contract Type**. This is an optional setting. If ticked, it will then be added by default on all **Contracts** using this **Contract Type**. If unticked, the budget can be manually selected on each Contract using this Contract Type 4. Add any Notes if required 5. Enter the Budget Value 6. Restrict to Sub-Type if required.  If no **Sub-type** is selected, the **Budget** is made available to all **Contracts** created using this **Contract Type**.  To understand **Contract Sub-Types** please see the **Multiple Contract Types** link in the See Also at the bottom of the page 7. If the Budget is going to allow only certain charges, tick Restrict the Charges that this Budget Allows? Then select the relevant charges by clicking Select Charges 8. Click OK and click Save on the **Budget** tab ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Budgeted_Value_Contract_Type.png) #### Adding Budgets to a Contract 1. Contracts \>\> All Contracts \>\> Get Data 2. Edit the **Contract** you wish to add a **Default** or **Non-Default Budget** to.  **Note**: *For more information on how to create Contracts, please see [How to Create a Contract](https://app.hubspot.com/knowledge/7759573/edit/99094720270)* 3. Click on the Providers & Budgets tab. 4. See below for the steps, on how to add each type of Budget to a Contract. Adding Provider Budgets Adding Budget Group - Hours Adding Budget Group - Value #### Adding Provider Budgets 1. In the Budget Type drop down list select **Provider** 2. Click the Add Provider button 3. Select the **Provider**.   **Note**: *Only add the **Provider** in once even if there are multiple budgets available* 4. Enter Budgeted Hours 5. Enter any Notes if relevant 6. Save ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Provider_Budget.png) 7. The **Provider Budget** will now be displayed in the **Contract Providers** table.  Click Save ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Prov_Save.png) #### Adding Budget Group - Hours 1. In the Budget Type drop down list select **Budget Group - Hours** 2. If you wish to use a **Default Budget** created against the **Contract Type** click on Add Default Budgets, it will then be loaded and appear in the **Budget Groups - Hours** table. Click Save.   ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Hours_default.png) 3. To add a **Non-Default Budget** of this type, click Add Budget 4. Click on the Contract Budget Type drop down list to add a budget. Please see the above topic Setting Up Contract Budgets against the Contract Type for more information.   **Note**: *if there is nothing to select in the dropdown list, it first needs to be added to the Contract Type.* 5. Budget Name allows you to rename the **Budget** for this **Contract** if required 6. Tick if this Is an Extension Budget? if relevant.  An **Extension Budget**, is a **Budget** that has been granted as a add-on **Budget** after initial Budgeted Hours or Value have been exhausted. 7. Budget Hours can be amended if required 8. Click Save ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Add_Budget_Hours.png) 9. The **Budget** will now appear in the **Budget Type - Hours** table. 10. Select the Contract Providers \>\> select Default Budget from the drop-down list ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Budget_Hours_Provider.png) 11. Click Save to save the **Contract** #### Adding Budget Group - Value 1. In the Budget Type drop down list select **Budget Group - Value** 2. If you wish to use a **Default Budget** created against the **Contract Type** click on Add Default Budgets, it will then be loaded and appear in the **Budget Groups - Value** table. Click Save.  Please see the above topic Setting Up Contract Budgets against the Contract Type for more information ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract__Budget_Value_Def.png) 1. To add a **Non-Default Budget** of this type, click Add Budget 2. Click on the Contract Budget Type drop down list to add a budget 3. Budget Name allows you to rename the **Budget** for this **Contract** if required 4. Tick if this Is an Extension Budget? if relevant.  An **Extension Budget**, is a **Budget** that has been granted as a add-on **Budget** after initial Budgeted Hours or Value have been exhausted. 5. Budget Amount can be amended if required 6. Click Save ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Budget_Value_NDef.png) 7. The **Budget** will now appear in the **Budget Type - Hours** table. 8. Select the Contract Providers \>\> select Default Budget from the drop-down list ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Budget_Value_Provider.png) 9. 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