Use this tab to view details regarding your working budget. Depending on your job setup, certain fields are displayed only when relevant to the current job budget. This budget is also known as the current planning budget in the Workspace Client.
| Field | Description |
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| Fixed Price, Time
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This field displays the budgeted amount of employee time on a fixed price job, as entered in the sub-tab. The value in this field is displayed either in days or hours, depending on the time unit used on the job.
Note: This field is shown only if the job is set up with a fixed price. If you are working on a job that is set up to bill all expenses, such as T&M jobs, this field is automatically hidden in the tab.
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| Fixed Price, Cost
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This field displays the budgeted fixed cost price of the job. Total costs are displayed for the following:
- Time - Total cost of time activities
- Amount - Total cost of amount activities
- Total - Total cost of all budget lines
- Total Currency - Total cost of all budget lines in the job currency. This field is shown only when the job currency differs from the base currency.
Note: This field is shown only if the job is set up with a fixed price. If you are working on a job that is set up to bill all costs, such as T&M jobs, this field is automatically hidden in the tab.
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| Fixed Price
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This field displays the total budgeted fixed billing price based on the job setup. Total fixed price values are displayed for the following:
- Total - Total budgeted fixed price based on the job setup in the base currency.
- Total Currency - Total budgeted fixed price based on the job setup in the job currency. Note that this field is shown only when the job currency differs from the base currency.
Note: These fields are shown only if the job is set up with a fixed price. If you are working on a job that is set up to bill all costs, such as T&M jobs, this field is automatically hidden in the tab.
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| Fixed Price, Gross Margin, Total
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This field displays the budgeted gross margin on the job for expenses that are included in the fixed price of the job. This is calculated by subtracting the value in the
Fixed Price, Cost field from the
Fixed Price, Total field.
Note: This field is shown only if the job is set up with a fixed price. If you are working on a job that is set up to bill all costs, such as T&M jobs, this field is automatically hidden in the tab.
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| Fixed Price, Gross Margin %, Total
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This field displays the budgeted gross margin represented as a percentage on the fixed price of the job.
Note: This field is shown only if the job is set up with a fixed price. If you are working on a job that is set up to bill all costs, such as T&M jobs, this field is automatically hidden in the tab.
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| T&M, Time
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This field displays the budgeted amount of employee time on a job that is billed separately from the fixed price. The value in this field is displayed either in days or hours, depending on the time unit used on the job.
Note: This field is shown only for T&M jobs or fixed price jobs where some budget lines are excluded from the fixed price.
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| T&M, Cost
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This field displays the budgeted billing prices of the job. Total costs are displayed for the following:
- Time - Total cost of time activities
- Amount - Total cost of amount activities
- Total - Total cost of all budget lines
- Total Currency - Total cost of all budget lines in the job currency. This field is shown only when the job currency differs from the base currency.
Note: These fields are shown only for T&M jobs or fixed price jobs where some budget lines are excluded from the fixed price.
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| Billing Price
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This field displays the budgeted billing prices based on lines created in the sub-tab. Total billing prices are displayed for the following:
- Time - Total billing price of T&M time activities
- Amount - Total billing price of T&M amount activities
- Total - Total billing price of all budget lines
- Total Currency - Total billing price of all budget lines in the job currency. This field is shown only when the job currency differs from the base currency.
Note: These fields are shown only for T&M jobs or fixed price jobs where some budget lines are excluded from the fixed price.
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| T&M, Total
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This field displays the total of all the budgeted costs and billing prices entered in the sub-tab.
Note: This field is shown only for T&M jobs or fixed price jobs where some budget lines are excluded from the fixed price.
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| T&M, Total, Currency
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This field displays the total of all the budgeted costs and billing prices entered in the sub-tab in the job currency.
Note: This field is shown only when the job currency is different from the base currency.
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| T&M, Gross Margin
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This field displays the budgeted gross margin on the job for the following:
- Time - Total budgeted gross margin for all time activities
- Amount - Total budgeted gross margin for all amount activities
- Total - Total budgeted gross margin for all budget lines
Note: These fields are shown only for T&M jobs or fixed price jobs where some budget lines are excluded from the fixed price.
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| T&M, Gross Margin %
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This field displays the budgeted gross margin represented as a percentage on the job for the following:
- Time - Total budgeted gross margin % for all time activities
- Amount - Total budgeted gross margin % for all amount activities
- Total - Total budgeted gross margin % for all budget lines
Note: These fields are shown only for T&M jobs or fixed price jobs where some budget lines are excluded from the fixed price.
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| Grand Total
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This field displays the total of all the budgeted costs and billing prices entered in the sub-tab.
If the current job is set up to track costs separately for fixed price items and billed costs, this field combines the costs for both.
Note: This field is shown in the tab only when the job is set up to track costs for a fixed price, or is a fixed price job that also has billable expenses. If you are working on a T&M job, this field is automatically hidden.
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| Grand Total, Currency
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This field displays the total of all the budgeted costs entered in the sub-tab in the job currency.
Note: This field is shown in the tab only when the job currency is different from the base currency.
It is also shown only when the job is set up to track costs for a fixed price, or is a fixed price job that also has billable expenses. If you are working on a T&M job, this field is automatically hidden.
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| Submitted
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This field displays the date the current budget was submitted, and the name of the employee who submitted it.
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| Approved
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This field displays the date the current budget was approved, and the name of the employee who approved it.
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