Budget planning
Spread person-days per week over project budgets in QUANTICAL.ERP - per project or per employee, with budget consumption in euros and a suggestion for the remaining budget.
Budget planning spreads a project's budget over employees and periods: who works how many person-days per week on the project, and what that costs from the budget. These allocations become the plan hours that project management, the resource overview and the PLAN view in controlling calculate with.
You find the page under Administration > Budget Planning, with the views By Project and By Employee.
By project
Choose a budget and spread the team's person-days over it, with a suggestion for the remaining budget.
By employee
Plan all allocations of one person across their projects.
Three things must be in place first: a budget on the project, the employee's assignment to the project and a rate that covers the whole planning period.
Assign projects
Assign projects to a client in QUANTICAL.ERP - from the client list, in the client's Projects tab or directly on the project, with billing type in one step.
By project
Choose a budget in QUANTICAL.ERP budget planning and spread person-days per week over the employees - with budget consumption, a suggestion for the remaining budget and splitting over several rates.