This topic describes the fields and definitions on the Amount sub-tab of the Baseline tab in the Budgeting workspace.
Sub-Tab Fields
Note: On parent lines in tree tables, only the
Description field is editable. On non-parent sum lines in tree tables, only the
Description,
Line Type, and
Task fields are editable.
| Field | Description |
|---|
| Resource Forecast
|
Click the icon to display the Resource Forecast wizard, which contains Maconomy data retrieved from People Planner.
This icon only displays if:
- The company-specific
Enable People Planner Web system parameter is enabled in your Workspace Client application.
- The
Use Imported Budget Line Resource Allocation job parameter attribute is enabled on the job related to the current budget line.
- The current line is not a sum/text 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.
|
| 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 only shown when the current job setup bills items to a fixed price amount.
|
| Quantity
|
Enter the budgeted quantity for the budget line.
|
| 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 Amount 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.
|
