BQE Knowledgebase



Budgets include additional services

Problem: Some people consider Additional Services as being completely separate from the determined budget in ArchiOffice/EngineerOffice. They want to view their budgets wherein the Additional Services are subtracted from the remaining fee.
To see the basic service budgets/actual/invoiced amounts separated from the Additional Services, go to the Projects-Billing-Summary screen. If you click the Summary Table button in the lower-left corner of the screen, you can view the desired information.
You can also access a number of reports from the Reports screen that present this view:
Reports-Projects-Profitability Accrued: where you can see basic service phases separated from the additional service job codes.
Reports-Projects-Project Quick View: where you can print out reports that contain the data seen in the Projects-General Quick View screen. It separates basic services from additional services and shows their respective profitability.
Reports-Time/Expense: where you can see information broken down by Service Type (Basic vs. Additional).
 
Solution: To see the Basic Services budgeted/actual/invoiced amounts separated from the Additional Services, go to the Projects > Billing > Summary screen. If you click the Summary Table button in the lower-left corner of the screen, you can view the desired information.

You can also access a number of reports from the Reports screen that present this view:
 
Reports-Projects-Profitability Accrued: where you can see Basic Services phases separated from the Additional Service job codes
Reports-Projects-Project Quick View: where you can print out reports that contain the data seen in the Projects-General Quick View screen. It separates Basic Services from Additional Services and shows their respective profitability
Reports-Time/Expense: where you can see information broken down by Service Type (Basic vs. Additional)


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Article Details

Last Updated
30th of September, 2013

Product
ArchiOffice 2010, 2011, EngineerOffice 2010, 2011

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