Budget Groups

What are Budget Groups?

• These are groups of Labor Types, Positions, Asset Categories, and Budget Codes that can be created automatically through the Rules engine at the Budget Group setup level or created manually.

• Budget Groups can be used to filter down values in Labor Forecasts and Cost Projections to the specific Budget Group selected which allows users to drill into the specific hours/costs for their different specialties.

• Job Budget Groups can be created in Admin>Job Setup>Budget Groups

• Select ‘Add New’ to create a Budget Group Description 

• For more information on creating a budget group, click here: Job Setup

Adding Budget Groups to a Job

• To Add a Budget Groups to a Job, go to the Job List page. 

• Click on a job from the Jobs List and Navigate to ‘Budget Groups’ on the left side.

• Users can select the ‘Add New’ button to create a Budget Group Description:

  • Examples are: Electrical, Mechanical, Plumbing 

• These Budget Groups are sorted alpha numerically.

• After a Budget Group has been added, users can click the row in the grid them to manually add Labor Types, Positions, Budget Codes, and Asset Categories to these groups

  • Note: We recommend using the rules engine to manage your Budget Groups so there is less manual setup and maintenance.
    
    

Adding Budget Codes

• Users have the option to add Budget Codes to a job. Select a Budget Group Description from the gridlist and navigate to the Budget Code tab. Click ‘Add Budget Code’ and a modal will appear.

• This feature allows users to use the Budget Code dropdown to multi-select budget codes for a job, or to delete previously created budget codes.