Budget in a Project List
Go to the ‘Jobs’ module – under the ‘Project List’
section. Double click into a project
This then brings up the ‘Projects’ window. Click on the
‘Budget’ tab at the bottom of the screen.
Enter your budget requirements in the system by clicking
‘Add’. This will bring up a new window.
Enter ‘Cost Code’ by
clicking on the box at the side which will bring up a new window select from
the list and click ‘OK’
If you wish to add your own ‘Cost Code’ description,
whilst in the ‘Cost Code’ window, click ‘Add’ and a new box will appear, type
description and click ‘Save’ this will then add the description to the list for
you to select as before
(Once you have selected/added ‘Cost Code’, go back to the
budget window and fill out all relevant information)
‘Description’ – Relevant to job needed to be done
‘Estimate’ – What you think your budget will cover
‘Notes’ Tab – Add any notes about the budget.
‘Save’
Repeat this process until you have entered all your
estimated costing’s
Once they are all entered, and add up to the budget value
you have estimated, e.g. £10,000, you can allocate transactions via the
‘Supplier Invoice’ against each one, as it is completed, to keep a track of
your spending
To allocate actual costs against budget, in the ‘Projects
Record’ window select ‘Transaction History’ (bottom tab). You will see all
supplier invoices raised against that property. Click on ‘Select Transactions’
A new window will appear. All transactions will be
pre-selected. If you want to de-select any transactions click on the ‘x’ at the
side of No, the ‘x’ will then disappear which means that transaction will not
appear. Then click on the line once to highlight in blue and then click the
little box at the side of ‘Cost Code’ (bottom bar)
This will bring up a new window for you to select what
‘Cost Code’ you allocated the budget transaction against
Select correct ‘Cost Code’ by clicking on once to
highlight in blue then ‘OK’, this will then enter that description in ‘Cost
Code’ field, click ‘Update’
You will now see that the correct cost codes appear
against the transaction, repeat this for all transactions and click ‘Save’
When you click back on the ‘Budget’ icon (bottom bar) you
will notice it has updated actual costs against budget
Click ‘Save & Exit’.
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