{"id":6246,"date":"2020-11-10T12:48:24","date_gmt":"2020-11-10T12:48:24","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=6246"},"modified":"2026-03-03T11:38:56","modified_gmt":"2026-03-03T11:38:56","slug":"project-budget","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/pt\/projects\/project-budget","title":{"rendered":"Rastrear or\u00e7amento e estimativas"},"content":{"rendered":"<p>Se voc\u00ea tiver projetos com tarifas fixadas, poder\u00e1 acompanhar seu progresso e ver quanto do or\u00e7amento foi gasto definindo estimativas em termos monet\u00e1rios. Voc\u00ea tamb\u00e9m receber\u00e1 alertas se estiver prestes a ultrapassar o or\u00e7amento.<\/p>\n\n\n\n<p class=\"translation-block note\">O or\u00e7amento do projeto \u00e9 uma ferramenta paga que voc\u00ea pode ativar\u00a0<a href=\"https:\/\/clockify.me\/pt\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">atualizando<\/a>\u00a0seu espa\u00e7o de trabalho para o plano Pro ou Enterprise.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"778\" height=\"762\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/project-budget-11.png\" alt=\"\" class=\"wp-image-17308\" style=\"width:629px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/project-budget-11.png 778w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/project-budget-11-300x294.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/project-budget-11-768x752.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/project-budget-11-12x12.png 12w\" sizes=\"auto, (max-width: 778px) 100vw, 778px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Definindo or\u00e7amento do projeto<\/h2>\n\n\n\n<p class=\"translation-block\">Para definir o or\u00e7amento do projeto: <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Acesse a p\u00e1gina de <strong>Projetos<\/strong> <\/li>\n\n\n\n<li class=\"translation-block\">Escolha o projeto e clique na aba <strong>Configura\u00e7\u00f5es<\/strong> do projeto <\/li>\n\n\n\n<li class=\"translation-block\">In <strong>Project estimate<\/strong> section, select <strong>Project budget<\/strong><br><img loading=\"lazy\" decoding=\"async\" width=\"350\" height=\"206\" class=\"wp-image-18769\" style=\"width: 350px;\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2024-06-13-at-16.20.50.png\" alt=\"\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2024-06-13-at-16.20.50.png 946w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2024-06-13-at-16.20.50-300x176.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2024-06-13-at-16.20.50-768x451.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2024-06-13-at-16.20.50-18x12.png 18w\" sizes=\"auto, (max-width: 350px) 100vw, 350px\" \/>\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">You can set an overall project budget using the <strong>Manual <\/strong>option<\/li>\n\n\n\n<li class=\"translation-block\">Or, you can choose <strong>Task-based<\/strong> and then define budget for each individual task on the project (the project&#8217;s overall progress will always be the sum of all its task budgets).<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>Quando o or\u00e7amento do projeto \u00e9 selecionado, a guia de status do projeto e sua barra de progresso refletem o valor fatur\u00e1vel de cada entrada no projeto em rela\u00e7\u00e3o ao or\u00e7amento e mostram quanto foi gasto e quanto resta.<\/p>\n\n\n\n<p class=\"translation-block\">Voc\u00ea tamb\u00e9m pode optar por incluir despesas fatur\u00e1veis como parte do or\u00e7amento do projeto ativando <strong>O or\u00e7amento inclui despesas fatur\u00e1veis<\/strong>.<\/p>\n\n\n\n<p class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/projects\/alerts\">Os alertas<\/a> sempre consideram o status do projeto e ser\u00e3o enviados independentemente de a estimativa do projeto ser definida em tempo ou or\u00e7amento.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Estimativas recorrentes<\/h2>\n\n\n\n<p>Se voc\u00ea tiver projetos com or\u00e7amentos diferentes em per\u00edodos de tempo diferentes,  poder\u00e1 definir as redefini\u00e7\u00f5es de <strong>Or\u00e7amento (ou Estimativa) <\/strong>ap\u00f3s o per\u00edodo definido na guia Configura\u00e7\u00f5es do projeto, localizada abaixo da se\u00e7\u00e3o de estimativa.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"726\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2026-03-03-at-7.38.06-PM-1024x726.png\" alt=\"\" class=\"wp-image-30035\" style=\"width:599px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2026-03-03-at-7.38.06-PM-1024x726.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2026-03-03-at-7.38.06-PM-300x213.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2026-03-03-at-7.38.06-PM-768x545.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2026-03-03-at-7.38.06-PM-18x12.png 18w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/Screenshot-2026-03-03-at-7.38.06-PM.png 1466w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>A estimativa do projeto pode ser redefinida para um destes tr\u00eas per\u00edodos: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Semana (segunda-feira \u00e9 o dia da semana padr\u00e3o)<\/li>\n\n\n\n<li>M\u00eas (per\u00edodo de tempo padr\u00e3o, o primeiro dia do m\u00eas \u00e9 o dia padr\u00e3o)<\/li>\n\n\n\n<li>Ano (janeiro \u00e9 o m\u00eas padr\u00e3o, o primeiro dia do m\u00eas \u00e9 o dia padr\u00e3o, 00:00 \u00e9 a hora padr\u00e3o)<\/li>\n<\/ul>\n\n\n\n<p>Para definir a redefini\u00e7\u00e3o da estimativa semanal\/mensal\/anualmente: <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">V\u00e1 para a p\u00e1gina <strong>Projetos<\/strong> na barra lateral<\/li>\n\n\n\n<li class=\"translation-block\">Escolha a guia <strong>Configura\u00e7\u00f5es<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Navegue at\u00e9 a se\u00e7\u00e3o <strong>Estimativa do projeto<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Ative a op\u00e7\u00e3o <strong>Redefinir estimativa a cada (per\u00edodo) na (data) \u00e0s (hora)<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"882\" height=\"346\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-16.26.02.png\" alt=\"\" class=\"wp-image-18770\" style=\"width:359px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-16.26.02.png 882w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-16.26.02-300x118.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-16.26.02-768x301.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-16.26.02-18x7.png 18w\" sizes=\"auto, (max-width: 882px) 100vw, 882px\" \/><\/figure>\n\n\n\n<p>Agora, quando a estimativa for redefinida ap\u00f3s cada (semana\/m\u00eas\/ano), em cada (data) e em cada (tempo), a barra de progresso do projeto retornar\u00e1 a 0%. <\/p>\n\n\n\n<p class=\"note translation-block\">Esta a\u00e7\u00e3o pode ser realizada por administradores e propriet\u00e1rios e est\u00e1 dispon\u00edvel para gerentes de projeto dos projetos aos quais est\u00e3o atribu\u00eddos quando <strong>Quem pode ver taxas e valores por hora <\/strong>est\u00e1 definido como <strong>Qualquer pessoa<\/strong>. <\/p>\n\n\n\n<p class=\"translation-block\">Depois de definir o per\u00edodo de estimativa, ele ser\u00e1 aplicado a todos os per\u00edodos anteriores. Al\u00e9m disso, apenas as entradas de tempo que pertencem ao per\u00edodo atualmente definido ser\u00e3o exibidas na se\u00e7\u00e3o <strong>Rastreado x Estimado<\/strong> do <a data-type=\"post\" data-id=\"144\" href=\"https:\/\/clockify.me\/help\/pt\/projects\/tracking-project-progress\" target=\"_blank\" rel=\"noreferrer noopener\">status do projeto<\/a>. <br>Os alertas tamb\u00e9m levam em considera\u00e7\u00e3o a op\u00e7\u00e3o de redefini\u00e7\u00e3o.<\/p>\n\n\n\n<p class=\"translation-block note\">O formato de hora na estimativa \u00e9 aquele definido nas <a href=\"https:\/\/clockify.me\/help\/pt\/administration\/profile-settings\">Configura\u00e7\u00f5es do perfil<\/a>.<\/p>\n\n\n\n<p>Se a redefini\u00e7\u00e3o da estimativa estiver ativada: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">As informa\u00e7\u00f5es sobre a moeda por hora s\u00e3o definidas na <strong>Estimativa do projeto<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">O per\u00edodo de redefini\u00e7\u00e3o \u00e9 especificado no projeto e exibido quando voc\u00ea passa o mouse sobre um projeto<\/li>\n\n\n\n<li class=\"translation-block\">Com <strong>tipo de estimativa baseada em tarefas<\/strong>, <strong>estimativa de tempo<\/strong>, <strong>or\u00e7amento do projeto<\/strong>, <strong>rastreado<\/strong>, <strong>valor<\/strong>, <strong>Status<\/strong> e <strong>Progresso<\/strong> tamb\u00e9m s\u00e3o redefinidos<\/li>\n\n\n\n<li class=\"translation-block\">A altera\u00e7\u00e3o \u00e9 aplicada aos <strong>Alertas<\/strong> e ao <strong>Registro de auditoria<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Estimativas em relat\u00f3rios<\/h2>\n\n\n\n<p class=\"note\">Somente administradores podem ver, compartilhar e baixar estimativas em relat\u00f3rios.<\/p>\n\n\n\n<p>Para ver estimativas e or\u00e7amento para cada projeto e tarefa no relat\u00f3rio: <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Abra o <strong>Relat\u00f3rio resumido<\/strong> <\/li>\n\n\n\n<li class=\"translation-block\">Ative <strong>Mostrar estimativa <\/strong> <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"778\" height=\"355\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/image-1.png\" alt=\"\" class=\"wp-image-18771\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/image-1.png 778w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/image-1-300x137.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/image-1-768x350.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/image-1-18x8.png 18w\" sizes=\"auto, (max-width: 778px) 100vw, 778px\" \/><\/figure>\n\n\n\n<p>As estimativas e o or\u00e7amento para cada projeto e tarefa s\u00e3o exibidos ao lado do tempo monitorado.<\/p>\n\n\n\n<p>Voc\u00ea tamb\u00e9m pode baixar o relat\u00f3rio com estimativas via exporta\u00e7\u00e3o ou compartilhar os n\u00fameros das estimativas ao compartilhar um relat\u00f3rio.<\/p>\n\n\n\n<p class=\"note\">Os arquivos exportados ter\u00e3o estimativas somente se o n\u00edvel de agrupamento for <strong>Projeto<\/strong> ou <strong>Tarefa<\/strong>, ou ambos. Al\u00e9m disso, tenha em mente que o <strong>Mostrar estimativa<\/strong> precisa estar ativada.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Permiss\u00f5es<\/h2>\n\n\n\n<p class=\"translation-block\">Quem pode ver o or\u00e7amento depende das permiss\u00f5es definidas em <strong>Quem pode ver valores por hora <\/strong> <strong>e valores<\/strong> e <strong>Quem pode ver o status do projeto<\/strong> nas configura\u00e7\u00f5es do espa\u00e7o de trabalho.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"152\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-27-at-08.41.50-1.png\" alt=\"\" class=\"wp-image-18468\" style=\"width:226px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-27-at-08.41.50-1.png 520w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-27-at-08.41.50-1-300x88.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-27-at-08.41.50-1-18x5.png 18w\" sizes=\"auto, (max-width: 520px) 100vw, 520px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"182\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-27-at-08.42.39-1-1024x182.png\" alt=\"\" class=\"wp-image-18469\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-27-at-08.42.39-1-1024x182.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-27-at-08.42.39-1-300x53.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-27-at-08.42.39-1-768x137.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-27-at-08.42.39-1-18x3.png 18w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-27-at-08.42.39-1.png 1204w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>Se definido como Administradores:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Somente administradores podem ver e definir o or\u00e7amento do projeto em todos os projetos<\/li>\n<\/ul>\n\n\n\n<p>Se definido como Todos:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Administradores e gerentes de projeto* podem ver e definir o or\u00e7amento do projeto <br>*<em>*Os gerentes de projeto podem definir o or\u00e7amento do projeto se puderem ver as taxas fatur\u00e1veis<\/em><\/li>\n\n\n\n<li>Os usu\u00e1rios regulares s\u00f3 podem ver o or\u00e7amento do projeto e o andamento do projeto<\/li>\n<\/ul>\n\n\n\n<p class=\"tip\">Para mais informa\u00e7\u00f5es confira <a href=\"https:\/\/clockify.me\/help\/administration\/user-roles-and-permissions\/who-can-do-what\">No\u00e7\u00f5es b\u00e1sicas sobre fun\u00e7\u00f5es de usu\u00e1rio e permiss\u00f5es de acesso.<\/a><\/p>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">Artigos relacionados<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/projects\/tracking-project-progress\">Acompanhar o progresso e estimativas\n<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/projects\/alerts\">Configurar alertas de projeto\n<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/reports\/hourly-rates\">Vis\u00e3o geral das taxas por hora<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/projects\/forecast-project-budget\">Proje\u00e7\u00e3o de or\u00e7amento do projeto<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/projects\/tracking-project-profitability\">Set up project rates &amp; estimates\n<\/a><\/li>\n<\/ul>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"If you have fixed fee projects, you can track their progress and see how much of&#8230;","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[36],"tags":[],"class_list":["post-6246","post","type-post","status-publish","format-standard","hentry","category-use-projects"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"aleksandar.olic","author_link":"https:\/\/clockify.me\/help\/pt\/author\/aleksandar-olic"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/6246","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/comments?post=6246"}],"version-history":[{"count":90,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/6246\/revisions"}],"predecessor-version":[{"id":30036,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/6246\/revisions\/30036"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/media?parent=6246"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/categories?post=6246"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/tags?post=6246"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}