Budget Tool

The budget tool allows you to specify you goal for labor hours sold for the current month and then measure your progress towards that goal on a monthly, weekly, and daily basis.

To Access the Budget Tool dialog:

  1. Click the Time Clock menu on the main menu.

  2. Click the Budget menu item from the drop down menu.

Menu Buttons

Refresh - When clicked, the data in the budget dialog is refreshed and brought up to date.

Close - When clicked, the budget tool dialog is closed.

The budget tool can be minimized to the windows task bar instead of closing it if you view it frequently.

Parameters

Budgeted Hours - The amount of hours you wish to sell in the current month.

Week Starts On - Check either Sunday or Monday.

Hours Sold

Month - The total hours that have been sold on posted invoices so far this month.

Week - The total hours that have been sold on posted invoices so far this week.

Day - The total hours that have been sold on posted invoices so far today.

Potential

Month - The total hours that you could potentially sell this month based on the sold time on the in progress work orders and future appointments for the remainder of the month.

Week - The total hours that you could potentially sell this week based on the sold time on the in progress work orders and future appointments for the remainder of the week.

Day - The total hours that you could potentially sell today based on the sold time on the in progress work orders and today's appointments.

Hours Needed

Month - The total hours you need to sell to hit your month budget.