BQE Knowledgebase



How do I create project budgets in ArchiOffice?

You can create a budget for each phase of a project in ArchiOffice/EngineerOffice. Follow these steps to do so:

1. Go to the Projects > Billing > Budgets screen.

project budgets.png

2. You can either specify a % (of total contract amount) or Fees (fixed amount) for each phase by clicking the appropriate option for Set Budget By.
3. You can also choose to set the allocated time either by Hours or Rate (per hour).
4. Next select the appropriate budget method to open the corresponding columns in the grid. The options include:

  • Hours + Fees
  • Hours + %
  • Rates + Fees
  • Rates + %

5. Now create the budget according to the method selected:

Setting Budget by Hours and Fees

1. Select the Hours option on the left and Fees option on the right.

budget1.png

2. Enter the budgeted hours and fees for each phase of the project (as highlighted in red). ArchiOffice automatically calculates the $/Hr and % of total project budget.

Setting Budget by Hours and Percentage

1. Select the Hours option on the left and % option on the right.

budget2.png

2. Enter the budgeted hours and % of total project budget for each phase (as highlighted in red). ArchiOffice automatically calculates the $/Hr and Fees for it.

Setting Budget by Rate and Fees

1. Click the Rate option on the left and Fees option on the right.

budget3.png

2. Enter $/Hr and Fees for each stage of the project (as highlighted in red). ArchiOffice works out the total hours and % of total project budget.

Setting Budget by Rate and Percentage

1. Click the Rate option on the left and % option on the right.

budget4.png

2. Enter % of total project budget and $/Hr for each stage of the project (as highlighted in red). ArchiOffice automatically calculates the Hours and Fees.

Note the budget totals that accumulate at the bottom of the grid.



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Article Details

Last Updated
14th of October, 2013

Product
ArchiOffice, ArchiOffice 2010, 2011, EngineerOffice, EngineerOffice 2010, 2011

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