Set a budget for a job

Set a budget for a job so you can compare planned amounts against actual costs as work progresses.

Steps

1. From the Accounting menu, open Job Costing and open the work order or project.
2. Open the budget section for the job.
3. For each cost type you want to budget (labor, material, equipment, subcontractor, overhead, or other), enter:
   • A budget amount (required).
   • Optional budgeted hours.
   • Optional notes.
4. Save the budget.

Once a budget is set, the job page shows a budget vs. actual comparison, including the variance for each cost type.

Tip: You can budget several cost types at once. Only the cost types you fill in are saved.