Amount Sub-Tab
This section describes the fields and actions 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:
|
Description | Enter a description for the job budget line. If the field is blank, Maconomy 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:
|
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. Maconomy 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:
|
|
+ Add Budget Line | Click this action button to add another budget line to the bottom of the budget. |
Click this icon to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
|
|
Click this icon to maximize the table view.
Click this icon to restore the default display size of the table. |
Click this icon to open the Customize Columns window. |
Parent Topic: Baseline Tab