Overview:

Budget Types are used for categorising and reporting on estimation groupings. Workbench comes with several standard types by default, which should be adequate for most needs.

Screen Guide:

Open

To reorder the types into your desired order, simply drag and drop the line to the order you want it to be.

• Budget Type is the displayed label for the type and must be unique.

• Description is an optional longer description of the type if needed.

• Category determines how budge types should be aggregated, and can be one of the following:

  • In Current

  • Not In Forecast

  • In Total

• Inactive shows whether a type is inactive. While inactive, existing data will remain but the type cannot be used in future.

• Plant Type marks this type to be used in Plant Budgets in addition to Job Budgets.

• System Type is a system-only flag, used for contract budgets. this field is not editable.

• Standard Type defines if the type is Standard, and prevents the type from being edited.

• Price Requests and Declined budget types

  • These budget types are available on a budget type picker wherever a budget type filter is present.

  • On Contract Summary tab, visibility of these types is controlled by whether these types are active or have existing data.

Next Steps:

If you change or add a budget type here, it will immediately be available elsewhere in the system.