Budgets in Project List

Budgets in Project List

Budget in Project List

 

 

- When you go to the 'Job' module click on the 'Project List' to bring up all your projects and then double click on the project line to bring up the window.

- Enter your budget requirements in the system by clicking 'Add' this will bring up a new window.

- Enter the '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 in the description and click 'Save'. This will then add the description to the list for you to select.

- Once you have selected/added the 'Cost Code', go back to the budget window and fill out all the relevant information.

 

'Description' - relevant to you.

'Estimate' - what you think your budget will be.

- Then click 'Save'.

- Repeat this process until you have entered all your estimated costings.

- Once they are all entered and add up to the budget value you have estimated, e.g. £10,000, you can allocate a transaction against each one as it is completed to keep track of your spending.

- To allocate actual costs against a budget, in the 'Project Record' window select 'Transaction History' (bottom tab).

- You will see the supplier invoices raised against that property.

- Click on 'Select Transaction' and a new window will appear.

- All transactions will be preselected; click on the line once to highlight in blue and then click on 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 want to           allocate the budget transaction against.

- Select the correct 'Cost Code' by clicking once to highlight in blue and then 'OK' this will then enter that description in the '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 is has updated actual costs against the budget.

- Click 'Save and Exit'.

 

 

For More Information Please See The Attached Documents


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