How to Set Up a Job Budget (Any Type)

Description

Use this process to select a job, choose a budget type, and load the correct budget entry screen. This is the first step before entering any budget values.

Steps

1. Open the Job Budget Screen

• Navigate to Jobs > Job Budget.

2. Select the Job

• Click the Job No lookup.
• Choose the job you want to budget for.
• Jobs are created and maintained under Jobs > Job Setup.

3. Select the Budget Type

Choose one of the three budget modes:

• Budget (B) — Total budget per Operation/Resource
• Simple Budget (SB) — Budget using only Operation values
• Budget by Period (BP) — Total budget split across periods

Budget Types are maintained under: Setup > Codes Setup > Job Budget Types

4. (BP Only) Select the From Period

• If you selected Budget by Period (BP), choose the From Period.
• Example: 01.26 = Period 1 of the 2026 financial year.

5. Load the Budget Screen

• Click Get Results.
• The system will load the correct budget entry screen based on the selected Budget Type.

6. Enter in Budget Line Details

• Period Based Budget: Select an operation (e.g., 1600 – Roofing). Select a resource (e.g., EU – Equipment Usage). Enter budgeted values into the appropriate monthly columns.
• Total Budget: Select an operation (e.g., 1600 – Roofing). Select a resource (e.g., EQ – Equipment Usage). Enter the total budgeted cost. (optional) Enter a quantity (e.g., 20 litres, 25 hours).
• Simple Job Budget: Operation Code Select an operation (e.g., 1600 – Roofing). LAB / M / P / SC Enter budgeted values for each cost category.

7. Import Budget Lines (Optional)

• Click Import to upload budget lines from a file.

 FAQ

• Why can’t I select a From Period? It only applies to Budget by Period (BP).
• Why is my Budget Type missing? Budget Types are controlled under Setup > Codes Setup > Job Budget Types.