Expense budget calculator

 

If you have come directly to this topic, you may first wish to review the topic Estimates.

 

The expense budget calculator can be used to help create accurate expense budgets.

 

By doing so this provides functionality to copy these expense budgets to your expense forecasts, thus reducing the time required for staff to create full project task plans.

 

  1. Click on the Expense budget calculator   on the task line you wish to create time budgets against.

  1. The task name is displayed in the top left hand corner.

  2. Click the Add row option in the top right-hand corner.

  3. Enter a Description (optional) and select the Expense Type.

 

  1. Tick the Rechg check box if you plan to recharge this entry.

  2. Enter the Qty budgeted.

  3. Enter the Unit Chg budgeted. (This option will not be visible if the expense is not to be recharged.)

  4. Enter the Unit Cost budgeted.

  1. The Margin % is calculated automatically from the Unit Chg and Unit Cost.
    If required, this value can be overwritten and the Unit Chg will update accordingly.

  2. To apply the summary Exp Charge and/or Exp Cost to the task budget, check the appropriate tick boxes and click Apply to budget.

  3. Click Save when required budgets have been applied.

 

 

 

 

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