Overview
With Budget Code Hours, the Project Plan pulls in hours from the estimate and jobs to show budget, revised, scheduled, and actual hours by segment. This helps track if each part of the job is staffed correctly and staying on budget.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Primarily for Residential Construction and Commercial Construction business types
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
Revised hours should only be different from budget hours if change orders have been created.
Review Budget Code Hours
To efficiently keep track of budget hours, revised hours, scheduled hours, and actual hours on the project plan:
Assign budget codes to a sold estimate and import them to the project plan.
Review the different Hours columns mapped onto the project plan:
Budget Hours: The amount of Sold Hours multiplied by the Quantity on the estimate's line items that have budget codes assigned and are imported into the project plan.
Revised Hours: The total budget hours across the estimate and change orders.
Scheduled Hours: The total amount of technician hours, or duration, scheduled across appointments on a job.
Actual Hours: The total amount of timesheet hours assigned to the budget code.
Compare these values to make sure each segment of the project is meeting your preferred timeline.