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. | |
Create and review journal lines | |
Compare job planning lines to job journal lines | |
Get an overview of statistical information about each resource. | |
Learn about using the job journal to post usage. | |
Post job related expenses directly from a Job G/L Journal. | |
Compare the scheduled amounts with the actual usage. |