Full Budget Sub-Tab

This section describes the fields and actions on the Full Budget sub-tab of the Working Budget 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 Booking	Click the icon to display the Resource Bookings wizard, which contains the embedded People Planner Budgeting Assistant web component. The Budgeting Assistant web component displays resource planning related specifically to the current budget line. 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. For more information about this web component and its related procedures, search on "Budgeting Assistant" in the Deltek People Planner Web Components Guide. Note: While you can view the web components embedded in Maconomy on your tablet, some actions are only available via right-click menus, and the right-click function is not supported on tablets. Deltek recommends that you view these web components on desktop browsers.
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.
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, Maconomy 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, 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: 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. 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 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.
	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.

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Full Budget Sub-Tab

This section describes the fields and actions on the Full Budget sub-tab of the Working Budget 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 Booking	Click the icon to display the Resource Bookings wizard, which contains the embedded People Planner Budgeting Assistant web component. The Budgeting Assistant web component displays resource planning related specifically to the current budget line. 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. For more information about this web component and its related procedures, search on "Budgeting Assistant" in the Deltek People Planner Web Components Guide. Note: While you can view the web components embedded in Maconomy on your tablet, some actions are only available via right-click menus, and the right-click function is not supported on tablets. Deltek recommends that you view these web components on desktop browsers.
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.
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, Maconomy 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, 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: 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. 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 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.
	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.