Compreendendo estimativas, orçamentos e alertas de projetos

Clockify gives you multiple ways to track progress and stay informed through time estimates, budget estimates, and alerts. These features work in specific ways, and here’s a complete breakdown.

Estimate progress bars can exceed 100% #

When your tracked time or budget goes beyond the estimate, Clockify does not stop tracking. Instead, the project progress bar will go past 100% to reflect overage.

• 125% = 25% over the estimate
• This behavior is intentional and helps you measure how much you’ve exceeded

Recurring budgets reset automatically #

If you’ve set a weekly, monthly, or yearly recurring estimate, the budget will reset automatically at the end of each cycle based on the project’s start date. 

What this means:

• Budgets don’t disappear; they just start fresh for the new period 
• Project status only shows progress for the current cycle

How to preserve historical data

Before the reset date:

1. Ir para a página de Projetos
2. Click Export (CSV or Excel)
3. The export includes tracked time, budget, estimate, overage, progress, and more

This serves as a backup or a reference if you want to compare performance across periods. 

Alerts may not trigger if not configured at that threshold  #

Estimate alerts are only sent for thresholds that are explicitly defined. 

Exemplo: 

If you set an alert only at 80% and not at 100%, you won’t receive anything when the estimate is fully reached. 

What to do:

Set alerts at all relevant thresholds (e.g., 50%, 80%, 100%) under workspace settings -> Alerts. 

Alerts are not retroactive #

If you create or edit an alert rule after a threshold is already passed, Clockify will not trigger the alert retroactively. 

Clockify doesn’t block tracking beyond estimates #

Estimates are for informational purposes only. Clockify will not automatically prevent time tracking on those projects once an estimate or a budget is used up. 

What you can do instead:

• Set up alerts to notify when the estimate is near or exceeded 
• Use the Project status page to view the current status
• Create clear internal guidelines for stopping work manually

Optional control method: 

Once the project reaches its estimate or a budget limit, an Admin or a Project Manager can:

1. Ir para a página de Projetos
2. Click on the project 
3. Select Archive

This will prevent team members from tracking additional time on that project, effectively enforcing a soft stop.

Time estimate vs. Budget estimate #

Clockify allows you to track a project’s progress using two types of estimates: time estimates and budget estimates. 

• A time estimate refers to the number of hours you expect to spend on a project. It’s based purely on tracked time entries and is ideal when you’re managing internal workload, capacity, or effort. 
• A budget estimate, on the other hand, 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. 

Task-level estimates also support alerts #

You can assign estimates and alerts to tasks, not just full projects. 

You can notify: 

• Task assignees 
• Gerente de Projeto
• Workspace admin

Only one role can be selected per alert rule, but you can create multiple rules to notify several roles. 

Estimate alerts are only sent once per threshold #

You’ll 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 for a threshold will only trigger again if the project drops below that value and then crosses it again.