Budget Manager helps users monitor project performance by allowing cost and charge budgets to be created in a familiar Microsoft Excel environment.

Budgets can be constructed at detail or summary level, incorporating up-to-date actuals to aid forecasting. Budget Manager gives users the power to monitor performance and improve decision-making, helping to maximise profitability.

Budget Manager provides the ability to construct cost budgets, charge budgets and bill schedules for time, expenses and disbursements. Budgets can be created at a summary or granular level and by up to four dimensions - such as period, resource category, activity etc.

Features

The range of budget information held is as wide as you need. For costs, time and materials work, and fixed price charges, you can record budgets that show the breakdown of the main elements of time, expense and disbursement.

Time budgets can be entered in hours, days or financial value. Budgets entered in financial values may be entered in any valid currency. This module is designed to make the budgeting process easy and intuitive whilst providing a high level of functionality.

Cost and charge budgets can be recorded in base or foreign currency whilst contract values can be held at project level, independent of the charge budget and any fixed price bill schedule.

You can itemise the disbursement cost forecast in detail then subsequently link it to purchase orders for tracking and authorising of invoices received.

It is also possible to extract actual values into previous periods when forecasting.

Continue reading the Budget Manager product sheet