{"id":23797,"date":"2025-06-26T13:22:10","date_gmt":"2025-06-26T13:22:10","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=23797"},"modified":"2026-04-24T09:12:09","modified_gmt":"2026-04-24T09:12:09","slug":"understanding-project-estimates","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/fr\/troubleshooting\/project-issues\/understanding-project-estimates","title":{"rendered":"Understanding project estimates, budgets, and alerts"},"content":{"rendered":"
Qui peut utiliser cette fonctionnalit\u00e9 ?<\/span>
<\/rect><\/mask><\/path><\/g><\/svg>Propri\u00e9taire\/administrateur de l\u2019espace de travail<\/span><\/div>
<\/rect><\/mask><\/path><\/g><\/svg>Time estimate available in Basic plan and higher; Budget estimate and Alerts available in Pro plan and higher<\/span><\/div><\/div><\/div>\n\n\n\n

Clockify gives you multiple ways to track progress and stay informed through time estimates, budget estimates, and alerts. These features can help you make informed decisions to ensure that the project has enough support and that the amount of work is billed correctly to the client. This article will guide you through how these features work.<\/p>\n\n\n\n

Estimation de temps vs. estimation de budget<\/h2>\n\n\n\n

Clockify vous permet de suivre l\u2019avancement d\u2019un projet gr\u00e2ce \u00e0 deux types d\u2019estimations : les estimations temporelles et les estimations budg\u00e9taires. <\/p>\n\n\n\n

    \n
  • A time estimate<\/strong> refers to the number of hours you expect to spend on a project. It\u2019s based purely on tracked time entries and is ideal when you\u2019re managing internal workload, capacity, or effort. <\/li>\n\n\n\n
  • A budget estimate<\/strong> refers to the monetary value you expect to bill for a project. It depends on having hourly rates set up, either at the project or task level.<\/li>\n<\/ul>\n\n\n\n

    Check your project settings<\/h3>\n\n\n\n

    To see what type of estimate is tracked in a project:<\/p>\n\n\n\n

      \n
    1. Go to Projects<\/strong> page<\/li>\n\n\n\n
    2. Cliquer sur le projet<\/li>\n\n\n\n
    3. Go to Settings<\/strong> tab<\/li>\n\n\n\n
    4. Scroll down to Project estimate<\/strong><\/li>\n<\/ol>\n\n\n\n

      This section shows how the project estimate is configured – if it\u2019s manual, task based, or recurring.<\/p>\n\n\n\n

      <\/rect><\/mask><\/path><\/g><\/svg>Remarque<\/span><\/div>
      \n

      If you downgrade your subscription to a Free plan or if your free trial has ended, Project estimate will be set to No estimate. Upgrade your plan to regain access to this feature.<\/p>\n<\/div><\/div>\n\n\n\n

      Les estimations au niveau de la t\u00e2che prennent aussi en charge les alertes<\/h2>\n\n\n\n

      You can assign estimates and alerts to tasks, not just full projects. This allows you to see which task is taking up the estimate. <\/p>\n\n\n\n

      Vous pouvez notifier : <\/p>\n\n\n\n

        \n
      • Personnes assign\u00e9es \u00e0 la t\u00e2che <\/li>\n\n\n\n
      • Chef de projet<\/li>\n\n\n\n
      • Administrateur de l\u2019espace de travail<\/li>\n<\/ul>\n\n\n\n

        Un seul r\u00f4le peut \u00eatre s\u00e9lectionn\u00e9 par r\u00e8gle d\u2019alerte, mais vous pouvez cr\u00e9er plusieurs r\u00e8gles pour notifier diff\u00e9rents r\u00f4les. <\/p>\n\n\n\n

        Les barres de progression d\u2019estimation peuvent d\u00e9passer 100 %<\/h2>\n\n\n\n

        Clockify will continue to keep track of your time and budget even if it goes beyond the estimate. When this happens, the project progress bar will go past 100% to reflect overage.<\/p>\n\n\n\n

          \n
        • 125 % = 25 % au-del\u00e0 de l\u2019estimation<\/li>\n\n\n\n
        • Ce comportement est intentionnel et vous aide \u00e0 mesurer l\u2019ampleur du d\u00e9passement<\/li>\n<\/ul>\n\n\n\n

          Les budgets r\u00e9currents se r\u00e9initialisent automatiquement<\/h2>\n\n\n\n

          If you\u2019ve set a weekly, monthly, or yearly recurring estimate, Clockify resets the budget automatically at the end of each cycle based on the project\u2019s start date.<\/p>\n\n\n\n

          Ce que cela signifie :<\/p>\n\n\n\n

            \n
          • Les budgets ne disparaissent pas ; ils repartent simplement \u00e0 z\u00e9ro pour la nouvelle p\u00e9riode <\/li>\n\n\n\n
          • Le statut du projet n\u2019affiche la progression que pour le cycle en cours<\/li>\n<\/ul>\n\n\n\n

            Comment pr\u00e9server les donn\u00e9es historiques<\/h3>\n\n\n\n

            Export the project information before the reset date:<\/p>\n\n\n\n

              \n
            1. Allez \u00e0 la page Projets<\/strong><\/li>\n\n\n\n
            2. Click Export<\/strong> (CSV or Excel)<\/li>\n\n\n\n
            3. Save the file<\/li>\n<\/ol>\n\n\n\n

              The export includes tracked time, budget, estimate, overage, progress, and other information about the project. This serves as a backup or a reference if you want to compare performance across periods.<\/p>\n\n\n\n

              \"\"<\/figure>\n\n\n\n

              <\/p>\n\n\n\n

              Les alertes ne se d\u00e9clenchent que si elles sont configur\u00e9es pour un seuil pr\u00e9cis<\/h2>\n\n\n\n

              Estimate alerts are only sent for thresholds that are explicitly defined in the workspace. <\/p>\n\n\n\n

              Exemple : 
              If you set an alert only at 80% and not at 100%, you won\u2019t receive anything when the estimate is fully reached.<\/p>\n\n\n\n

              Set alerts at all relevant thresholds<\/h3>\n\n\n\n

              Create an alert for each threshold you want to monitor in the project:<\/p>\n\n\n\n

                \n
              1. Go to Workspace Settings<\/strong><\/li>\n\n\n\n
              2. Go to Alerts<\/strong> tab<\/li>\n\n\n\n
              3. Click Add<\/strong> and change the estimate value<\/li>\n<\/ol>\n\n\n\n

                Repeat the last step to create alerts at all relevant thresholds (e.g., 50%, 80%, 100%).<\/p>\n\n\n\n

                \"\"<\/figure>\n\n\n\n

                Les alertes d\u2019estimation ne sont envoy\u00e9es qu\u2019une seule fois par seuil<\/h2>\n\n\n\n

                You\u2019ll receive one alert per threshold (e.g., 80%, 100%). If the progress jumps over multiple thresholds at once (e.g., from 75% to 95%), only the highest one will trigger an alert.<\/p>\n\n\n\n

                An alert for a threshold will only trigger again if the project estimate drops below that value and then crosses it again.<\/p>\n\n\n\n

                Les alertes ne sont pas r\u00e9troactives<\/h2>\n\n\n\n

                Si vous cr\u00e9ez ou modifiez une r\u00e8gle d\u2019alerte apr\u00e8s qu\u2019un seuil a d\u00e9j\u00e0 \u00e9t\u00e9 d\u00e9pass\u00e9, Clockify ne d\u00e9clenchera pas l\u2019alerte de mani\u00e8re r\u00e9troactive.<\/p>\n\n\n\n

                Clockify ne bloque pas le suivi au-del\u00e0 des estimations<\/h2>\n\n\n\n

                Les estimations servent uniquement \u00e0 des fins d\u2019information. Clockify n\u2019emp\u00eachera pas automatiquement le suivi du temps sur ces projets une fois qu\u2019une estimation ou un budget est atteint. <\/p>\n\n\n\n

                Ce que vous pouvez faire \u00e0 la place :<\/p>\n\n\n\n

                  \n
                • Mettre en place des alertes pour \u00eatre notifi\u00e9 lorsque l\u2019estimation est proche d\u2019\u00eatre atteinte ou d\u00e9pass\u00e9e <\/li>\n\n\n\n
                • Use the Projects > Status<\/strong> page to view the current status<\/li>\n\n\n\n
                • \u00c9tablir des directives internes claires pour arr\u00eater le travail manuellement<\/li>\n<\/ul>\n\n\n\n

                  M\u00e9thode de contr\u00f4le optionnelle : <\/p>\n\n\n\n

                  Une fois que le projet atteint son estimation ou sa limite budg\u00e9taire, un administrateur ou un chef de projet peut :<\/p>\n\n\n\n

                    \n
                  1. Allez \u00e0 la page Projets<\/strong><\/li>\n\n\n\n
                  2. Cliquer sur le projet <\/li>\n\n\n\n
                  3. Click Archive<\/strong><\/li>\n<\/ol>\n\n\n\n

                    Cela emp\u00eachera les membres de l\u2019\u00e9quipe de suivre du temps suppl\u00e9mentaire sur ce projet, appliquant ainsi un arr\u00eat effectif.<\/p>\n\n\n\n

                    \"\"<\/figure>\n\n\n\n

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