video1.0<iframe src="https://www.loom.com/embed/75d8e92f21004be9ba7abd8e93bbcee0" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/75d8e92f21004be9ba7abd8e93bbcee0-ded5c324fb5d2cea.gif155.1This Loom explains how the ConnectWise budget and roadmap calculate costs without double counting. It reads from five sources, devices, initiatives, agreements, plan items, and assessment items, counting a source only when its related part is included on that report, with automatic removal of overlap when agreements reach a budget or when a device is linked to an initiative. It notes that initiatives and agreements each have an include-in-budget checkbox, and agreements sync from ConnectWise PSA with include-in-budget off until turned on; agreements also count only while active, with one time agreements appearing on the start month of the roadmap. The roadmap is grouped by year and quarter, while the budget shows amounts month by month, with fiscal year start set in Settings, System, General and possible overrides per company.