Tour Stop #15 - Budget Feature
The Budget Feature can be used to keep track of how much time and/or cost has been tracked against a set budget. You can specify if you want to include or exclude the "Expenses" amounts in the Charge Budget calculations. Our Online Help and Manual give examples on "How to track cost and time for a Project against a budget." and "How to track the amount to invoice a client.".
Select to display Budget Amount
Remaining or Spent.
Select one of the radio buttons in
the Budget Dialog Box under the "Display" section to specify if the
display on the main window will show budget information spent already
or left remaining in the budget.
Select which Time Records will be
included in the Budget Calculations.
Select one of the radio buttons in the Budget Dialog Box under the
"Calculate Using" section. This selection will denote which time
records will be included in the budget calculations. The time records
added against a budget amount can be selected as all records in a
file, the marked records in a file, or records with a specific
project, category or client value.
Show Budget Information on the main
TimeSlice Window.
Check the box "Show Budget Information" and the budget information
will be displayed above the TimeTable in the main document window.
Uncheck the box and the budget information will not be displayed in
the main document window. The number of time records included in the
budget calculations is displayed. The charge and time budget amount
and percent of the budget spent or remaining is displayed. The budget
information - charge and time amounts and percentages will be
displayed with a red background if the values are over budget.
