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, filtered entries can add "Days, months, or years" to Date.
This is used for projecting budget items, for example, if you want to change all displayed items by +365 days to carry the items forward to the next budget year.
Number of days/months/years are added to the date of each row.
Estimation
Read about estimation 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 |
|
| 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 report project balances / Art, "Current" project budget is always used. It is therefore possible here to change the active budget group to another by an action.
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.