How Do I Add Budgets

Budgets can be allocated on a per person basis for the completion of a project for a particular client. Once budgets are allocated, you can then run reports to determine whether your projects are over or under budget.

If you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.

Index
How Do I Add A Budget
How Do I Run a Budget Report
Page Glossary (A list of all fields with descriptions)

1. Click Admin >Timesheets > Clients > (Name of Client) > Staff Allocated to Client
   
   
   
    
   
   
   
2. Select the Project that you wish to allocate budgets for (see below)
   
   
   
   
   
3. Select the Period that you wish to allocate budgets for this project
   
   
   
   
   
4. Select the Type of budgets that you wish to allocate to this project for this period
   
   • Hours - A time budget
   • Cost - A budget of cost of employing the staff to complete the work
   • Bill Value - A budget of time at the appropriate selling rate
     
     
5. Click Refresh, and then click Add New
   
   
   
   
   
6. Select the Name of the first person that will be working on this project for this period, and then enter their allocated Budget. Next, click Update
   
   
   
   
   
7. Click Add New to allocate the next person’s budget. Once you have allocated budgets for all the people that will be working on this project for this period, click Save
   
   
   
    
   

To Run a Budget Report

1. With budgets now allocated, you can run a report at any time to see whether your projects are over or under budget. To do this, first, click Reports
   
   
   
   
   
2. Under Budget Reports, click on Actual v Budget Report or Budget v Actual Report
   
   
   
   
   
3. Select the Project, the Period and the Type of budget that you wish to report upon, and then click Run
   
   
   
   
   
4. The generated report will show you the allocated Budgets, the Actual expenditure and the Variance between the two
   
   

 Budgets

• Budgets cannot be allocated retrospectively – this is by design, to prevent users from tampering with budgets with the aim of producing reports that give a misleading overview of project performance.
• The Actual v Budget report and Budget v Actual report both show Similar data.
  Actual v Budget report - Will show all actual time in Tempora with budgets if one has been set.
  Budget v Actual- Will show all budgets in Tempora with actual recorded time if any has been recorded. 

Page Glossary

Add new
This button adds a new budget for the selected time entry level.

Client
This field cannot be amended and is the client you are adding the budget for. 

Lower time entry levels (Project, Activity, Sub-Activity, Task)
You can select lower-level items in these drop-down selections, this will set the budget at the defined level. You must click the refresh button when after making any level selection. 

Period
This field sets the period the budget will be added to, budgets are added for a single month. 

Budget type
These buttons will define the type of budget you wish to set the most common is hours. 

Copy to period
This section will allow you to copy a budget you have set for the selected period to any period of your choosing.

Name
This field selects the staff member the budget should be assigned to.

Dept
This field shows the staff member's department.

Job Title
This field shows the staff member's job title. 

Budget
This field sets the value of the budget you would like to assign to this client and staff member. 

You may also be interested in the following guides

Setting Time Selling Discounts
Viewing All Discounts, Discount Setup Report