Budget

Budget enables one to determine how much has been spent or will be spent on a Location while by the tasks being performed

Figure 9.3.1 View Budgets


Figure 9.3.2 Task expenditure


Figure 9.3.3 Materials Budget


Figure 9.3.3.1 Materials Budget Items


Figure 9.3.4 Labour Budget


Figure 9.3.4.1 Labour Budget Items

 

Viewing budgets based on location

  • You can view the budgets for various locations by clicking on the budget button on the right side menu so that a list appears as in Figure 9.3.1.

    • Deleting or editing a budget item

  • Double click on the budget you wish to delete/edit.
  • On Click on a pop up window appears as as shown in Figure 9.3.3with a save and delete button
    To Delete
    • Click on the delete button on the window .
    • When confirmation Window Appears,click "Ok" if you wish to continue deleting or "Cancel" to stop the delete operation.
    • To Edit
    • Click on the tab containing the details you wish to edit.Make the changes you wish to on the Task details.
    • Click on the save button to save the changes made on the budget.

    Searching a budget

  • You can search a budget by typing the search criteria on the text field on top of the Location,Task or Category
    The search criterias can be combined to achieve more filtered results

    • Printing projects list

  • Click on the print icon,a dropdown menu appears with two options.

      • Pdf

    • This option prints/generates a Pdf document

      • Xls

    • This option prints/generates an Excel/Spreadsheet document