This section includes the fields and descriptions for the Job Budgets Card API tab.
Job Island
| Field | Description |
|---|
| Job No.
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This field shows the job number and name.
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| Job Group
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This is shows the job group of the job.
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| Status
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This field shows the status of the current job.
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| Template
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This check box is selected if the job is a template job.
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| Responsible
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This field shows the name of the person responsible for the job. Maconomy suggests the name of the user.
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| Closed
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This check box is selected if the current job is closed.
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Budget Type Island
| Field | Description |
|---|
| Show Budget
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In this field, you choose the budget you wish to preview.
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| Current Budget
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This field shows the job budget type selected as the Current Budget for the job.
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| Forecast Budget
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This field shows the job budget type currently selected as the Forecast Budget for the job.
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| Planning Budget
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This field shows the job budget type currently selected as the Planning Budget for the job.
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Quote Price, Curr. Island
| Field | Description |
|---|
| Effective Quote Price
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This field shows the effective quote price of the job.
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Customer Island
| Field | Description |
|---|
| Customer No.
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This field shows the customer number and name.
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Limit Island
| Field | Description |
|---|
| Hours
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This field shows the amount of employee hours you estimate will be spent on the job. This figure can either be compared to the total budgeted hours in the field “Time” in the islands Budget, Base and Budget, Currency where the figure is also shown, or you can use it in a subsequent budget control calculation, in which you compare the customer budget with the job’s actual figures. Cost, Base In this field, you enter
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| Cost, Base
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This field shows the budgeted cost of the job you estimate will be spent on the job. The limit amount can either be compared to the total of budgeted costs in the field “Total” in the island Budget, Base and Budget, Currency, or you can use it in a subsequent budget control calculation, in which you compare the costs with the job’s actual figures.
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| Billing Price, Curr.
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This field shows the budgeted billing price of the job you estimate. The amount here is the same as the amount given in the field “Max. Billing Price” in the window Jobs. The limit amount can either be compared to the total of the budgeted billing prices in the field “Total” in the islands Budget, Base and Budget, Currency, or you can use it in a subsequent budget control calculation, in which you compare the billing price with the job’s actual figures.
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Budgeted Realization Island
| Field | Description |
|---|
| Contracted Billing Price for Time
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This field shows the price that was agreed on with the customer for time, usually reflected in a job price list.
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| Total Billing Price for Time
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This field displays the total billing price budgeted for time activities.
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| Calculated Realization Rate
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This field displays the realization rate calculated from Contract Billing Price and Total Time.
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| Budgeted Realization Rate
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This field displays a weighted average of the approved budgeted realization for the selected jobs.
OR
This field displays the approved budgeted realization for the job.
OR
This field shows the budgeted realization rate. This is the revenue recognized as a percentage of the invoiced work in progress (WIP). This is based on the Billing Price and the WIP for Invoicing fields of time.
OR
This field displays the same value as Calculated Realization Rate but allows you to change the value if you want to. When the budget is submitted and approved, the value is locked.
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Forecast Island
| Field | Description |
|---|
| Probability %
|
This field shows the probability percentage rating for whether the current job, which is on quote, will result in an order. When the job is converted to an order, Maconomy will automatically change the value of this field to “100.” The value in this field is used in the Analyzer report/report template Job Forecasts to determine, for example, the expected profit on current jobs on quote.
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Status Island
| Field | Description |
|---|
| Submitted
|
This field displays if the job budget has been submitted. The field is automatically marked when the action “Submit Budget” is selected. Note that as this window and the window Job Budgets are linked, this field will be selected if the current job budget has been submitted in the window Job Budgets, and vice versa.
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| Submitted by
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This field shows the name of the user who submitted the job budget.
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| Date
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This field shows the date on which the job budget was submitted.
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| Approved
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This field shows if the job budget has been approved. The field is automatically marked when the action “Approve Budget” is selected, and the mark is removed when the budget is reopened to a new revision.
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| Approved by
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This field shows the name of the user who approved the job budget.
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| Date
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This field shows the date on which the job budget was approved.
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| Reopened
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This field shows if the job budget has been reopened. The field is automatically marked when the action “Reopen Budget” is selected
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| Reopened by
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This field shows the name of the user who reopened the job budget.
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| Date
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If the job budget has been reopened, this field shows the date that it was reopened.
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| Sent to People Planner
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This field shows the date and time stamp for when the budget type was last sent to People Planner.
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Budget, Base Island
| Field | Description |
|---|
| Time
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This field shows the total of the budgeted hours, costs, billing prices and gross margin, which have been entered in the table part for time activities. It also shows the average gross margin percent for the budget’s time activities.
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| Amount
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This field shows the total of the budgeted costs and billing prices entered for amount activities in the table part. It also shows the average gross margin for all amount activities. Since the budgeted amount for amount activities does not correspond to a number of hours, the “Time” field is empty.
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| Total
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This is the total of all the budgeted costs and billing prices entered in the table part of the window. Since it is not possible to enter hour estimates for amount activities, the “Hours” field is empty. The total of budgeted hours is shown in the “Time” field.
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| Hereof Outlays
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This field shows the budgeted costs for all amount activities, for which the cost type has been set to “Outlays.” This field shows only the cost part of the relevant outlays.
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| Excluding Outlays
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This field shows the budgeted costs for all amount activities, for which the cost type has not been set to “Outlays,” as well as the gross margin from the outlay. For more information about outlay activities, please see the description of the window Activities.
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| Total Per
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This field shows the unit given in the window Unit Analysis, as well as the values in the “Total” row, divided by the quantity given in the Unit Analysis island. If, for example, the job is for 2 advertisements, 3 houses or 10 meters of cable, you can use this row to check cost and billing prices per unit.
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| Quote Price
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This field shows a quote for the entire job, as the amount entered in the “Quote Price” field in the window Jobs. The amount can be printed on a quote or order confirmation to the customer in the window Quote Editing. you create a quote from the job budget by choosing “Transfer to Quote” in the Action menu, or if you change the quote in the window Quote Editing, the amount here will automatically be changed to the total of the budget lines. You cannot then change it. When you create invoice selections in the window Invoice Selection, you can transfer the quote price to the invoice.
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Budget, Currency Island
| Field | Description |
|---|
| Time
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The fields in this island correspond to the fields in the island Budget, Base. The only difference is that here the amounts are shown in the currency used on the job.
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| Amount
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The fields in this island correspond to the fields in the island Budget, Base. The only difference is that here the amounts are shown in the currency used on the job.
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| Total
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The fields in this island correspond to the fields in the island Budget, Base. The only difference is that here the amounts are shown in the currency used on the job.
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| Hereof Outlays
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The fields in this island correspond to the fields in the island Budget, Base. The only difference is that here the amounts are shown in the currency used on the job.
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| Excluding Outlays
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The fields in this island correspond to the fields in the island Budget, Base. The only difference is that here the amounts are shown in the currency used on the job.
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| Total Per
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The fields in this island correspond to the fields in the island Budget, Base. The only difference is that here the amounts are shown in the currency used on the job.
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| Limit
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- Limit, Hours — This field displays the amount from the Hours field in the Limit island. It is the amount of employee hours you estimate will be spent on the job.
- Limit, Cost — This field displays the cost from the Cost, Base field in the Limit island. It is the budgeted cost of the job in the job’s base currency.
- Limit, Billing Price — This field displays the amount from the Billing Price, Curr. field in the Limit island. It is the budgeted cost of the job in the job’s currency
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| Quote Price
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The fields in this island correspond to the fields in the island Budget, Base. The only difference is that here the amounts are shown in the currency used on the job.
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Unit Analysis Island
| Field | Description |
|---|
| Quantity
|
If the job is for several similar units, for example, 2 advertisements, 3 houses or 10 meters of cable, the quantity of these units can be given here. You can then use the Budget island in this window and the Summary island in the window Job Card to see the “Total” values per unit.
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| Unit
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If there is a value in the “Quantity” field, this field shows the unit.
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Daily Descriptions Island
| Field | Description |
|---|
| Use Daily Descriptions
|
A daily description is a descriptive text that you can add to any combination of task, activity, and day in the time sheet. For more information, see the corresponding field in the Job Tasks window.
The setting of this field acts as a default value for tasks created in the current budget (if task creation in job budgets is permitted).
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Billing Price Deviations Island
| Field | Description |
|---|
| Standard Billing Prices, Base
|
This field shows the standard billing price per unit in the base currency of the company.
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| Billing Price, Base
|
This field shows the amount from the field “Billing Price, Currency” on the current budget line converted into the base currency.
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| Budgeted Up/Down
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This field shows the difference between the budgeted billing price and the standard billing price. The amount in this field is the write-up or write-down of the budgeted billing price compared to the standard billing price. For more information about standard billing price, please see “Appendix A: Price Calculation in the Job Cost Module.”
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Line Creation Island
| Field | Description |
|---|
| Default Line Type
|
In this pop-up field, you can select a default value for the field “Line Type” in new job budget lines added to the job budget.
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Transfer Job Dates Island
| Field | Description |
|---|
| Activity Type
|
This field displays the type of the current activity.
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| Overwrite Existing Dates
|
With this check box, you can decide whether the “Transfer Job Dates” action should overwrite any dates already entered by the user in the job budget line “Planned Starting Date” and “Planned Ending Date” fields.
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Revision Island
| Field | Description |
|---|
| Revision No.
|
This field shows the job budget revision number.
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| Remarks
|
In these fields, you can enter information about the current revision of the job budget.
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User Island
See the chapter “Getting Started” for a description of the fields in the User island.