Budgeting

The Budgeting workspace allows you to create and revise budgets for the jobs you work on.

This workspace dynamically adapts to the configuration of your job, and displays the Working Budget, Baseline budget, or Contract tabs only if relevant.

Additionally, the Job setup and the budget type determines which budget information is shown in the card and tables. For example, for fixed price projects, the fixed price, as determined in the Contract tab, appears in the budget cards and gross margin calculations are based on the cost in the budget and the fixed price. All billing price information is automatically hidden in the card and table, unless you choose to add a budget line for an item that is excluded from the fixed price budget. For time & material jobs, gross margin calculations are based on the cost and sales on the lines in the budget.