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We have recently been struggling with using the % budget alert feature, for clients whose project budget resets on the first of each month when their monthly retainer renews. Things we've tried:- First we were checking those clients manually, and not using the automatic budget alert feature. Seemed like a shame and we'd forget and go over, costing us thousands of dollars worth of hours.- Then we thought we could simply reset the date that the project started. But that didn't seem to exclude the previous hours, that is, it didn't appear to also reset the budget.- Then we thought we'd create a new project each month. Realized that would leave all the previous undone tasks behind.- Now thinking we'll use "copy project" to make a new project, naming it with that month's date, i.e. January-Client A, February-Client A. But that does require going in each month to create a new set of projects by copying the old ones, for each of our clients that pay a monthly retainer. Does anyone know of a better way to reset the monthly budget on which the % budget alert is generated, which we find very valuable? Or have any other tips or experiences to share?
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