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