Prepare Project Budget Controls

A checklist for budget owners, approvals and reporting records.

Project inputs

For budget or reporting work, describe who approves expenses, how costs are assigned to projects and which records need to be reconciled.

Set up customer, project and business-line records with clear owners.

Agree budgets, approval responsibilities and the required supporting documents.

Bring allocations, invoices and payment activity into a traceable reporting workflow.

Use this checklist to prepare your brief. Confirm the deliverables, account access requirements and price for your specific project.