Budget Tab
This section describes the fields and actions on the Budget tab of the Opportunities workspace
Tab Fields
Field | Description |
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Hours | This field displays the estimated number of employee hours spent for the opportunity.
The Time field shows the total budgeted hours entered in the Quantity field of all job budget lines in the Time sub-tab. There is no value for the Amount and Total fields because the budget figure for amount activities cannot be estimated in hours |
Cost | These fields display the budgeted cost of the jobs.
The costs of the time activities, amount activities, and the total of all the job budget lines in the sub-tabs are displayed in the Time, Amount, and Total fields, respectively. |
Billing Price | These fields display the billing price of the jobs.
The billing prices of the time activities, amount activities, and the total of all the job budget lines in the sub-tabs are displayed in the Time, Amount, and Total fields, respectively. |
GM | These fields display the job's budgeted gross margin in the base currency for all time activities, amount activities, and for the whole job.
The gross margin is equivalent to a job's billing price less the actual cost. It is calculated for a job's time activities, amount activities, and total. |
GM % | These fields display the job's budgeted gross margin percent, which is the gross margin percentage of the billing price.
The gross margin percent is calculated for the job's time activities, amount activities, and total for the whole job. |
Tab Actions
Button | Description |
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Create Budget | Click this action to copy the budgets of all budget types for the selected template job to the new opportunity budget. |
Remove Budget | Click this action to remove a budget from the current opportunity. |
Recalculate | Click this action to recalculate the prices for on the budget for the current opportunity. |
- Related Topics:
- Full Budget Sub-Tab
This section describes the fields and actions on the Full Budget sub-tab of the Opportunities workspace. - Time Sub-Tab
This section describes the fields and actions on the Time sub-tab of the Opportunities workspace. - Amount Sub-Tab
This section describes the fields and actions on the Amount sub-tab of the Opportunities workspace.