If a detailed budget is created, it is easier to track what has been in line with the forecast and what has not.
Eurécia allows to define workload and budgets on report criteria.
Who is concerned by this article?
The administrator as responsible of Eurécia configuration.
Define workload and budgets
First step : Enable the option in the company record
Access : Admin Area > General settings > Open the company record
- In 'Configuration'
- In 'Time & Activities Settings'
- Enable 'Project management mode'
- It is also possible to 'Allocate costs and sales rates to employees'.
Second step : Define the budget variables to be associated with the different analytical accounts
Access : Admin Area > Time & activities > Define workload and budgets
- The 'Workload' is in days.
- The 'Daily cost' and the 'Daily sales rate', will be automatically filled-in by the costs and sales predefined in the employee records or in the report criteria.
- The 'Budget' to be invoiced corresponds to the multiplication of the workload by the sales rate (can be modified)
- The 'Profit' corresponds to the difference between the budget to be invoiced and the total cost.
- The column 'Status' allows to fill-in the status (to be invoiced, closed, in progress, invoiced)
This data is to be supplied by calling up the analytical accounts via the creation of a tree structure by clicking on the '+' icon.
- Choose the analytical account of the first report criteria
- Validate the line
- Choose the account of the second report criteria by clicking on '+'
- Continue the process
The icon allows to modify elements.
The icon allows to delete an element or to cancel.
The icon allows to associated the analytical accounts of the following report criteria.
A report per client is directly available in the 'Time and Activity Analysis' menu.
Keywords associated to this article:
Time - timesheet – workshift - input hours - time type - activity - time tracking - activity tracking - report criteria - analytical accounts - clients - projects - tasks - costs - budget - workloads
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