Full Budget Sub-Tab

This topic describes the fields and definitions on the Full Budget sub-tab of the Working Budget tab in the Budgeting workspace.

Sub-Tab Fields

Field Description
Price Breakdown Click to display the price breakdown of the selected budget line.
Note: This field is shown only when the current job uses a budget matrix. When you add hours in the budget matrix, iAccess creates lines for each utilized resource in the price breakdown wizard that opens. You can modify the details regarding hours and prices for each line.
Description Enter a description for the job budget line. If the field is blank, iAccess automatically derives the description from the Task assigned to the budget line.
Line Type Select the applicable type of activity for the budget line. The drop-down list include the following activity types:
  • Time
  • Outlay
  • Amount
  • Milestone
  • Sum/Text
Task Select from the drop-down list which task the budget line should be assigned to.
Employee Category Select an employee category to the job budget from the drop-down list.
Note: This field is shown only when required on a job. If you are working on a job that utilizes employees in a different way, this field is hidden in the sub-tab. For example, if you are working on a job with a budget matrix, which provides employee information on a different level, this field is hidden.
Employee If the current budget line relates to an employee, select the employee from the drop-down list.
Note: This field is shown only when required on a job. If you are working on a job that utilizes employees in a different way, this field is hidden in the sub-tab. For example, if you are working on a job with a budget matrix, which provides employee information on a different level, this field is hidden.
Incl. in FP This check box is selected if the entry that applies to the line is included in the fixed price of a job.
Note: This field is shown only when the current job setup bills items to a fixed price amount.
Quantity Enter the budgeted quantity for the budget line. For time activities, this field is in hours or days, depending on the time unit on the job.
Cost Enter the cost of the activity on the budget line.
Total Cost This field displays the total amount of the Cost multiplied by the number in the Quantity field.
Billing Price Enter the billing price of the activity on the budget line. The value for non-invoiceable activities must be zero.
Total Billing Price This field displays the total amount of the Billing Price multiplied by the number in the Quantity field.
Gross Margin This field displays the gross margin. iAccess calculates the gross margin by subtracting the cost in the Total Cost field from the billing price in the Total Billing Price field.
Markup This field displays the markup percentage.

Sub-Tab Actions

Button Description

The Row Tools icon allows you to add lines/information to the lines of a record.

For lines in the Full Budget sub-tab, choose from the following actions:

  • Insert Budget Line
  • Delete Budget Line
  • Revert
+ Add Budget Line Click this action button to add another budget line to the bottom of the budget.