Budgeting

Budget amounts are setup for selected Budget Types for a combination of Organisation Units, Departments and/or Accounts.

Prerequisites

Rules and Guidelines

  • Extractor may be used to retrieve the data and output as required.
  • Budgeting values are used in the Costed Roster window.

Field Information

The budget is set based on a combination of Org Unit, Department, Account or all Org Units, Departments and Account values.

This field displays a pre-defined Budget Type.

This field displays the start date of the budget period.

This field displays the end date of the budget period.

This field is calculated based on the Internal Budget Amount, External Budget Amount for the Period Start and End Dates.

This field is calculated based on the Internal Budget Hours, External Budget Hours for the Period Start and Period End Dates.

The number of internal hours that relate to this Budget Type for the period entered.

  • Internal Budget amounts are used in the Costed Roster window and relates to employees working within the selected Org Unit, Department and Account.

 

This is the budgeted number of labour hours.

  • Internal Budget hours are used in the Costed Roster window and relates to employees working within the selected Org Unit, Department, Account.

 

This is the number of external hours that relate to this Budget Type for the period entered.

This is the budgeted number of labour hours.