This section includes the fields and descriptions for the Update Job Budget Resource Allocations tab.
Key island
| Field | Description |
|---|
| Job Budget Line Instance Key
|
Select a job budget line in the planning budget for the job that you wish to update.
|
| Employee No.
|
If you are updating a budget line for a time activity, select an employee.
For budget line on amount activities, leave this field blank.
|
| Year
|
Enter the year of the resource allocation.
|
| Month
|
Enter the month of the resource allocation.
|
Values island
| Field | Description |
|---|
| Quantity
|
Enter the allocated quantity for the line.
If you are updating a budget line for an amount activity, leave this field blank.
If you enter a value of
0 in this field, Maconomy does not create the resource allocation. If you enter a value of
zero for an existing resource allocation, Maconomy deletes it.
For time activities, the cost price, billing price, and standard billing price on the resource allocation is calculated based on the general price setup in Maconomy.
|
| Cost
|
Enter the allocated total cost price for the line.
If you are updating a budget line for a time activity, leave this field blank.
If you enter a value of
zero in this field, Maconomy does not create the resource allocation. If you enter a value of
zero for an existing resource allocation, Maconomy deletes it.
For amount activities, the total cost price is as entered in this field. The billing and standard billing prices are calculated based on the given total cost price and the general price setup (such as a markup % in a price list).
By default, the resource quantity in this field is set to
one.
|
Control island
| Field | Description |
|---|
| Delete Allocations
|
Select this check to box to delete all resource allocations and the assigned employee for the specified budget line.
|
Update Job Budget island
| Field | Description |
|---|
| Job No.
|
Enter or select a job number if you wish to update all lines for a specific job when you use the
Update Job Budget action.
|
