Project Budget
This shows budgets on all projects.
It can be seen whether the individual budget is active. Likewise, Records and sums can be displayed.
In addition, prices can be updated on existing Budgets.
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, filtered entries can add "Days, months, or years" to Date.
Estimation
Read about estimation here.
Product disposition
Read more here.
Controllers
Read more here
Set current budget group
The feature sets all budgets in the budget group that is selected as the current budget group. This will show figures for the budgets concerned in all statistics. In planning and calendar planning as well as in the report project balances / Art, "Current" project budget is always used.
Lock anchor budget
When the budget is finished, it can be saved as Anchor Budget. It is then possible to compare with e.g. realized figures, Subsequently edited budget figures and Standard times.
The anchor budget is saved and cannot be edited from the planning and budget modules.
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.
Copy pre-calculation
Read about Copy pre-calculation here.
Import budget from Excel
It is possible to import your project budget to Uniconta via Tools/Data/Import Data
The following is an example of which fields you can use.
Note: The "Current" field on the budget must be checked in order to import the budget lines.
Budget fields: (table: ProjectBudgetClient)
Note: The Budget field does not need to be imported, but is created when importing the remaining fields.
At a minimum, you must import Project and Budget Group. Budget group must be created before import.
| Budget (the key) | The project | Budget group | Commentary | Created | Current |
Budget lines: (table: ProjectBudgetLineClient)
In order to import the budget lines, you must have Budget associated in your import file. Budget is the "key" assigned to the budget project and must be linked to the lines.
This "key", the Budget field, does not appear in a standard layout and must be retrieved from Layout/Editor. Once you have inserted the Budget field in the overview, select everything (Ctrl+A) and copy all lines (Ctrl+C) to Excel (Ctrl+V), from where you can link Budget to your budget lines based on the projects they belong to. You can do this in Excel, possibly by creating a V lookup.
Note: Budget and Unique ID have the same function and therefore the fields must be filled with the same values.
| Budget / Unique ID | The project | Date and time | Cost price | Type | Number of |
Explanation of why we need the 'Budget' field In the project budget, the project number is not enough, as we can have multiple budgets on the same project, ex. one per year. So the relation between budget and lines is Budget (1 to many)