You are here: Help Topics > Setting up your file > Project Management > Client Subproject - Budget

Subproject Dialog - Budget

When a project is assigned to a client, the project can be budgeted by staff by rate and work code. This section displays totals for hours and amounts budgeted of the subproject selected.

Totals calculated from staff budgets

Budget totals (hours and amount) will be calculated automatically from the entries shown below.

Override calculated totals

Click this box to enter the budget hours and amount directly in this section of the subproject dialog or to use the totals entered similarly in the Sub project dialog.

Budget Hours

Budget hours for the subproject of the engagement.

Budget Amount

Budget amount for the subproject of the engagement.

Budget by Staff

This section will show entries made in the Budget by Staff area of each subproject attached to this project. In addition, entries may be made at the Project level by selecting staff and work codes and entering hours here.

Staff

Click the look-up button to select the name for the staff member. When displaying the staff list, type the first letters of the staff short name or number to scroll to the staff with this name.

Work Code

Click the look-up button to select the work code for the job.

Date

Type or select a date within the period that this job is to be carried out.

SubProj

If applicable, select the subproject to which the transaction is assigned. This entry will be reflected in the Budget by Staff area for the subproject chosen.

Note that the heading of this column may vary depending upon the wording chosen in the Company Profile.

Hours/Qty (of expenses)

Enter the amount of time, in hours, or the quantity of expenses for the job.

Rate

The rate for the work code appears automatically depending upon the work code selected.

Surcharge

For work codes that use surcharge rates, the surcharge amount is calculated automatically when the work code is entered.

Amount

When the time or expense is entered, the amount is calculated automatically from the work code and number of hours entered.

Reference

Enter a description or reference for the job. If it's more than 15 characters long, either:

Keep typing and the extended description dialog will automatically open to allow completion of the memo, OR
Click the $images\extdesc_shg.gif$ button to open the extended description dialog.

For entries with an extended reference the button displays as $images\extdesc1_shg.gif$ . The extended descriptions are independent from the short reference, so modifications to one are not reflected in the other. If used, extended descriptions appear on the Budget entries detail report.