If you have come directly to this topic, you may first wish to review the topic Estimates.
The time budget calculator can be used to help create accurate time budgets.
By doing so this provides functionality to copy these time budgets to your resource plan, thus reducing the time required for staff to create full project task plans.
Ensure you have
allocated the project team to your project
for whom you wish to create time budgets against.
Initially, you may wish to budget against generic
users, and only later specify actual staff when copying time budgets
to plan.
If you want to calculate resource time budgets based on a rate card rather than standard charge out rates, select the rate card now from the top section of the Estimates screen.
Click on the Time budget calculator 
on the task line you wish to
create time budgets against.
The task name is displayed in the top left hand corner.
By default, budgeting
is completed in hours.
If you wish to, switch to daily budgeting.
The calculation for switching between days and hours is based on your
company core working hours
for a standard day.
Tick the check box against the Worker(s) you wish to budget time against.
Enter the Days/Hours to budget against this worker.
The Chg
Hour is set automatically, based either on the rate card selected
in step 2 above, or if no rate card has been selected, the user current
standard hourly charge rate.
If required, this value can be overwritten to any required value.
The Cost Hour is set automatically from the user current cost rate. This value can only be changed for Associate users.
The Margin
% is calculated automatically from the Chg
Hour and Cost Hour.
If required, this value can be overwritten to any required value and
the Chg Hour will update accordingly.
As worker budgets are made, the task summary values at the bottom of the popup will automatically update.
To apply the summary Time @ Charge and/or Time @ Cost to the task budget, check the appropriate tick boxes and click Apply to budget.
Click Save when required budgets have been applied.
When using the resource budget calculator, you may at time notice an * appear against the Worker name, and an option *not the current rate - refresh? appear within the popup.
This occurs when the Workers Charge hr and/or Cost hr does not match to their current rates as set in their user profile.
This can occur for the following reasons:
The budgeting was completed historically; since that time, the user charge hr and/or cost hr has changed.
The budgeting was completed with a rate card selected; the user charge hr therefore does not match their current charge out rate.
The budgeting was completed and the charge hr was manually changed.
The budgeting was completed for an Associate user and the cost hr was manually changed.
This note does not dictate budgeting is incorrect.
Selecting the Refresh? option will automatically update the Charge hr and Cost hr as per current rates as set in their user profile.
This will not impact actual task budgeting unless you Apply to budget these updated calculations.
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