The final tab on the Project Window is the Budgets Tab. The Budgets Tab displays all Location and Sales Category Budgets created for the Project. Utilizing Budgets in Design Manager is discussed at length in Project Budgets, Overriding Project Defaults, and the Company Information Budget Tab below.
The Budgets Grid lists each Location and Sales Category Budget entry that has been created for the Project. The grid has the following columns:
Type: Whether the Budget Entry is for a Sales Category or a Location.
Code: The Code of the Sales Category or Location, depending on the Type described above.
Name: The Name of the Sales Category or Location, depending on the Type.
Note: An optional description of the Budget Entry that can contain up to 60 characters.
Budget: The total amount of all types of goods and services (Merchandise, Freight, etc.) at which the desired Action of the Budget is executed.
Override Client Deposit % (Override Dep. %): Whether or not the Budget Entry is being used to supersede the default Client Deposit % on the Project Window - Defaults Tab for Items using the Budget Sales Category or Budget Location.
Client Deposit % (Client Dep. %): When the Budget Entry is set to Override Client Deposit %, this column will display the Client Deposit % to be assigned for Items using the Budget Sales Category or Budget Location.
Override Mark-Up % (Override M/U %): Whether or not the Budget Entry is being used to supersede the default Mark-Up % for any or all of the Component Types.
Merchandise Mark-Up % (Merchandise MU %): When the Budget Entry is set to Override Mark-Up the pricing percentage (Mark-Up, Discount, or Fee) for Merchandise will be displayed in this column.
Freight Mark-Up % (Freight MU %): When the Budget Entry is set to Override Mark-Up the pricing percentage for Freight will be displayed in this column.
Design Fee Mark-Up % (Design Fee MU %): When the Budget Entry is set to Override Mark-Up the pricing percentage for Design Fee will be displayed in this column.
Installation Mark-Up % (Installation MU %): When the Budget Entry is set to Override Mark-Up the pricing percentage for Installation will be displayed in this column.
Labor Mark-Up % (Labor MU %): When the Budget Entry is set to Override Mark-Up the pricing percentage for Labor will be displayed in this column.
Time Mark-Up % (Time MU %): When the Budget Entry is set to Override Mark-Up the pricing percentage for Time will be displayed in this column.
The Add and Edit buttons will display the Override Defaults / Budget Window to create a new or change an existing Budget Entry, respectively.
The Delete button will permanently remove a Budget Entry for the Project.
The Reset button will remove all the existing Budget Entries for the Project and replace them with the Budget Entries currently listed on the Budget Tab of the Company Information Window.
Manually Enter Budget Total: Select this option if you wish to type in the Total Project Budget manually.
Budget Total: The Budget Total is the sum of the Budgets for all Budget Entries recorded for the Project.
Overall Warning: Three selections are available for the Project Overall Warning:
| • | None - No action will be taken when the total Project pricing has exceeded the Budget Total. |
| • | Warning - If Warning is chosen, whenever the total Project pricing exceeds the Budget Total, by entering Specifications, Accounts Payable, retrieving Inventory, etc., the user will be alerted as such, but will still be allowed to continue with the process. |
| • | Block Entry - Selecting Block Entry will prevent the user from continuing their process upon exceeding the Budget Total. |
Overall Tolerance %: The Overall Tolerance allows the user to optionally set a boundary under and over which the Budget Total will be allowed. For instance, if the Budget Total is 10,000.00 and there is 10% Overall Tolerance, the action of the Overall Warning will only be enacted when the Project exceeds 11,000.00. Conversely, an Overall Tolerance of -10% would cause the Overall Warning action to occur when the Project reaches 9,000.00.