Delivering a project has a cost, but the money usually lives in a finance spreadsheet that drifts out of sync with the work the moment it is created. PlanMagnet is built to bring budget and spend into the same workspace as the delivery.
A portfolio lead gives a project a budget — an amount, a currency — and expenses are logged against it as they happen, each with a category and a date. Because the budget and its expenses are real records on the project, budget-vs-spend is a live figure next to the roadmap and the board, not a monthly export.
Budgets can be approved as a gated, audited step: setting a number and having it signed off are separate, deliberate actions, so a plan of record exists before spend accrues against it. When expenses start to close in on the budget, the over/under signal is visible early — the figure is shown, not quietly clamped.
For a leader running several projects at once, this turns "how are we tracking against plan?" into something you read rather than assemble. Burn is visible per project while the work is still in flight, which is exactly when a course-correction is still cheap.
Illustrative scenario describing the budget and expense tracking the platform is being built to deliver — not real financials.
Illustrative planning guide
Give a project a budget, log expenses against it, and read planned vs. actual on the same record you run delivery on — so overspend surfaces while a course-correction is still cheap.
Open the Projects page and pick the project you want to budget.
You should see: The project opens as the home for both its delivery and its finances.
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