Project budget

It is possible to create one or more budgets/pre-calculations for a project. This can later be compared to the realized figures under Project balances/Art. You can find Budget in the menu under Project/Project

Budget

Create the budget by selecting the Budget button on the ribbon. Add budget. NOTE: Check Current for the budget realized numbers to compare with.  

Project: Budget lines

On the budget lines, you can use item numbers, employees, salary types and dimensions. There is also an overview of contribution margin and contribution margin for the line itself and for the entire budget. If BOMs are used in the budget, they can be unfolded for use in item allocation. Read more here. Add period. Here you can add "Days, months or years" to Date on filtered records.

Pre-calculation

Read about pre-calculation here.

Product disposition

Read more here.

General in connection with creating a budget

Read more here about bulk creation of project budgets.

Create budget (realized)

By using this menu item, all realized items on a project from one period are rolled over to the same budget period on the same project the following year. The scrolling will be done on all the displayed/filtered projects.

Period	Specify the period for the budget to be created The above setup will find all Project transactions for the period 09-03-2023 to 09-03-2023 and create them as budget items in the period 09-03-2024 to 09-03-2024
From date	The from date that is scrolled to
To date	The to date that is rolled to. NOTE: Whole months must be selected when copying on a monthly basis. This is primarily the problem in February for leap years. If you want to copy to a leap year, "To date" must be 29-02-yyyy.
Settings and preferences
Budget group	It is a requirement that the Budget Group is filled in. Read about Budget Groups here.
Budget method	Month(Start) - entries are collected as of the first of the current month - until "To date" Version 92 Month(End) - the entries are collected as of the last date of the current month - until "To date". This setting is recommended if"Residual budget" is used in the "Timesheet". Week - entries are collected on Monday for the current week - until "To date" Day - the poses are placed on the same day - until "To date"
Name	Here the budget can be named.
Workspace	Here you can optionally select the workspace for the budget.
Delete existing budget lines	Should always be checked
Delimitations
Employee	Create budget for a specific employee.
Project type	Create budget for a specific project type.
Salary type
Areas of work
Including project tasks	If you want tasks to be included in the budget, check the box. NOTE: If there are already budget items in the Budget group, these can be deleted if you check "Delete existing budget items" NOTE: If there are"Tasks" on the project items, nothing is copied over if there is no "check" in "Include project tasks"

Create budget (Tasks)

It is also possible to roll out from Tasks on individual projects The above setup will find all Project transactions on the displayed/filtered projects in the overview.

Settings and preferences
Budget group	Specifies the budget group to which the budget items should be assigned.
Workspace	Specify the Workspace from which you want the tasks
Principle	Total One budget line is created with all the hours placed on the start dateDistributed Divides the task into x number of budget lines by number of hours per day (entered in the Hours field), e.g. if you have estimated the task at 50 hours and entered 8 hours per day in the dialog, 6 days with 8 hours and a single day with 2 hours will be created. All budget lines are created with the start date and can then be moved in the Budget section. Norm hours Divides the task into x number of budget lines according to the number of norm hours on the employee per day, for example, if you have estimated the task at 50 hours. The standard time is 6 hours per day, so 8 days with 6 hours and a single day with 2 hours will be created. All budget lines are created with the start date and can then be moved in the Budget section.
Hours	Enter the distribution key for the number of hours per day.
Delete existing budget lines	If checked, budget items that meet the criteria in the dialog will be deleted before creating new budget items.
Delimitations	Ability to limit which tasks should be the basis for the budget.
Employee
Maple species

The process Then the Task table is run through for all the Tasks that meet the dialog delimitation (selected projects and selected Work area, possibly also Wage type). It is a requirement that the Work area is filled in. The budget items can only be created if the tasks for Workspace 2020 have been created. This function will not copy Tasks from Tasks or Project.

Update prices (Budget)

The feature will update Cost and Sales prices according to the standard principle that is also used in the Timesheet and Project Draft.

• The project

General information regarding. Updating prices Prices are only updated for active projects. An active project is defined as:

• Blocked = false
• Phase = (Created, Offered, Approved and In Progress)

The following fields are mandatory in the dialog

• Periods
• Budget group

The following fields MUST be filled in the prompt:

• Periods
• Budget group

Read more here.

Set current Budget Group

In Planning and Calendar Planning as well as in the Project Balance / Type report, the "Current" project budget is always used. It is therefore possible to change the active budget group to another by an action here.

Lock Anchor budget

A copy of the budget is made here, which is then saved with a new "Budget header". An anchor budget can then be used as a comparison in planning and to create an invoice proposal in Project that is similar to the original pre-calculation.