Manage Project Budgets

You can set up a budget for each job. The budget is used to plan the resources that you allocate to a job. The budget can be either general with few entries or it can contain more entries that are divided into activity levels. Using a budget, you can compare the scheduled amounts with the actual usage as recorded in the job journal. By recording actual usage in comparison to a budget and observing the differences, you can improve the quality of future jobs by reducing the risk of underestimating costs.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Determine the budgeted costs for the job.

How to: Set Up Activities, Budgets, and Invoicing Structures for Jobs

Record usage.

How to: Review Usage on a Job

Create and review journal lines

How to: Create Job Journal Lines

Compare job planning lines to job journal lines

How to: Review Job Planning Lines from the Journal

Get an overview of statistical information about each resource.

Resource Statistics Report

Learn about using the job journal to post usage.

Job Journal

Line Type

Post job related expenses directly from a Job G/L Journal.

General Journal Line Table

Compare the scheduled amounts with the actual usage.

Actual to Budget Report

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