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If you are interested in upgrading to access these features, please contact your ServiceTrade Account Manager or email am@servicetrade.com
Typically a Budget will automatically be created for a Project when you Create a Project from an Approved Quote.
However, sometimes you have an approved quote or agreement in an external system and want to create a Project and Budget from scratch.
This article will walk you through creating a budget on a Project. You must first Enable Project Mode to create Budget.
Prerequisites
- Project Management requires a Premium or Enterprise account with Project Management Role Permissions enabled.
Step 1: Enabling Project Mode and Creating a Budget on a Job
A Job must be set to the Job Mode 'Project' to enable a budget.
All newly created Jobs will default with the Job Mode Project toggle off. To set a Job's Job Mode to Project, follow the instructions below:
- Before you create a budget it is best practice to add all services and job items to the Project. Its also best practice to create a Job with Service Granularity.
- You can not create services on the edit budget menu, so this should be done before you create the budget.
- On a Job Page, click Manage Job.
- Click the Manage Job as a Project toggle on.
- Enter any other relevant information.
- Click Save when done.
- This will automatically enable the ability to create Budget.
- Under Act on the Job, click the Create Budget button.
- The Budget Page for this job will open in a new tab.
- The Budget Page for this job will open in a new tab.
- On the Budget Page, click the +Add New Budget button.
- This will open the Budget Type Selection section.
- Continue to the next Step.
Step 2: Selecting a Granular Level Budget Type
On the Budget Type Section, you are provided one type of Budget to select from with examples:
- Granular Level Budget (Most Common) Organizes your budget on an item-by-item basis. It will pull existing Job Items and Services when you create a Budget from a job into the budget. You can break down your budget into individual detailed items and associate those items' costs to a specific granular service performed on the job. These items can be pulled from your ServiceTrade Items List or added ad hoc.
Step 3: Creating Granular Level Budgets
- Check the box to the left of the Granular Level Budget
- *optional, but recommended If you have existing Job Items that you want to be added to this budget, check to select the Create budget items from existing job items checkbox.
- Click the green Create Budget button.
- Click +Add Budget Item directly under the relevant service to add an item.
- A row will appear where you can now enter the new item information.
- Click the Item drop-down box to search and select an Item from your Items List or type in a custom ad-hoc item.
- Selecting an Item from your Items List will autofill all applicable information from the Item's List.
- Select and enter Item Type, Service Line, Quantity, Unit Cost, and Price
- Unit Cost and Price are the only fields not required to add an item
- Repeat steps 4-6 until you have added all of your budget items
- *optional If you want to apply these budget Items to the Job's items, check to select the Apply these changes to Job Items automatically checkbox.
- Click the Save button when done.
Creating High-Level Budgets
You may want to create a High-Level Budget. The following video walks you through creating a high level budget using a Granular Level Budget:
Next Steps
Once you have enabled and created your desired budget, you can manage it by following the steps in our Managing a Budget article.
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