In many cases, your clients assign you an overall budget envelope (e.g., €100,000 for the year) without precisely pre-defining on which projects, assignments, or types of interventions this envelope will be used.

Unlike a classic fee project where the scope and budget are defined from the start (example: "2 days of SEO consultant per month for 12 months"), the unallocated budget project allows you to:

• Set up an overall fee envelope
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• Gradually allocate it to sub-projects as agreements are made with your client
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• Decouple billing (agreed schedule) from actual consumption (sub-projects, time spent)
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• Precisely track what has been consumed and what is still available
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🎯 Business Objective: Manage an unallocated fee envelope while maintaining clear visibility on consumption by sub-project and the remaining amount to be consumed.

Managing an unallocated budget project in Furious involves:

• Project Module: creation of the main project and activation of the "Unallocated Budget" option
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• Project Categories: to structure your sub-projects (the projects linked to the retainer where you will spend the retainer budget)
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• Rate Card Lines: to define the content of each sub-project
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• Differentiated Progress by Rate Card Line: to monitor the progress of each sub-project independently
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• Billing Schedule: to define the global project's fee revenue
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• Create a new project in Furious as usual
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• Enter the usual information: client, title, start and end dates, project owner, and business owner
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• In the creation form, check the "Unallocated Budget" option
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⚠️ Warning: The activation of the "Unallocated Budget" option is only done when creating the project and cannot be modified afterward.

In the Progress Method section, select "Differentiated Progress by Rate Card Line".

👉 Essential Action: This progress method is highly recommended for unallocated budget projects as it allows managing and tracking each sub-project independently, line by line.

Configure the billing schedule as agreed with your client. Examples:

• 1 invoice of 100% upfront
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• 2 invoices of 50% at 6-month intervals
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• 4 quarterly invoices of 25%
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This schedule represents the total fee revenue (CA) of your unallocated budget project.

💡 Tip: Do not fill in the detailed budget from the project creation. Complete it progressively as you agree with the client on each new sub-project.

💡 IMPORTANT: you do not need to do this from the project creation if you do not yet know the sub-projects (the projects linked to the retainer where you will spend the retainer budget). You will be able to add them later.
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To organize your sub-projects:

• In your unallocated budget project, create a category for each sub-project you wish to identify
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• Examples of categories:

"Website Redesign"
• "Social Ads Campaigns"
• "Strategic Consulting"
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Each category represents a spending project that will consume part of the overall envelope.

For each category (sub-project):

• Add the appropriate rate card lines: TJ consultants, packages, bundles, etc.
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• These lines will then allow:

Declaring progress by sub-project
• Allocating time and costs
• Consuming the fee revenue over time
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When you agree with the client on a new spending project or adjust a scope, you can update the budget directly:

• Open the relevant project
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• Click on Options > Edit project
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• In this screen, you can:

Add or adjust the budget related to a new sub-project within the retainer scope
• Distribute the budget between different Business Units if necessary
• Gradually refine the budget structure of your project
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💡 If you use rate card templates, you can add them all at once to a category using the option in project editing "Load rate cards" > "Add to a category".

• Open your unallocated budget project
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• Click on project progress
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• Furious displays the rate card lines grouped by category (thus by sub-project)
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• For each rate card line, enter a percentage of progress
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At each progress declaration:

• The produced revenue (CA) is updated immediately
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• The indicators Done, Remaining to Do (RàF), Budget, Purchases, Amount recalculate in real time
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• The progress of the overall project and each spending project is updated
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For each sub-project, Furious displays:

• Done: what has already been completed (in value)
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• Progress: the % of progress on the line/category
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• Budget: the planned budget for this sub-project
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• RàF (Remaining to Do): what remains to be produced
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• Amount: the associated amounts (CA)
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• Purchase: the purchases allocated to this sub-project
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💡 Tip: This view allows you to quickly understand the status of each spending project and check what remains to be consumed from the overall envelope.

On an unallocated budget project, progress is calculated in relation to the project revenue (CA), not in relation to the internal budget.

Concrete Example:

Unallocated budget project:

• Total Revenue (CA): €100,000
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• Internal Budget: €20,000
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You declare 10% progress on one or more rate card lines.

→ Furious considers that you have produced 10% of the CA, or €10,000 of recognized revenue.

⚠️ Attention: This mechanism is essential for this type of project: the goal is to track the envelope's CA consumption, not just an internal budget.

• Do not overload the budget from the start: start with a project having configured revenue but little or no detailed budget, filling it in progressively
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• Use explicit categories: name your categories clearly to facilitate tracking (e.g., "Q1 Website Redesign" rather than "Project 1")
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• Declare progress regularly: this helps maintain an up-to-date view of the envelope's consumption
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• Communicate with the client: regularly share the consumption status of the envelope to anticipate adjustment needs
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• How to create a project?
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• How do add-ons work?
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• How to analyze performance indicators from the project page?
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• How to navigate through a project?
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The unallocated budget project allows you to manage an overall fee envelope that you gradually allocate to sub-projects. By enabling the "Unallocated Budget" option and choosing differentiated progress by rate card line, you precisely manage the envelope's consumption per sub-project while maintaining a clear view of the remaining amount to be consumed.