October 25, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Step 5 Overview Features (8)

  • Cost Code Configuration for Budget Management
  • Drill down in your Budget by Cost Code Category and Cost Code
  • View Budgets for All Projects or Drill down using Filters
  • Know Your Financial Position of Jobs Down to the Estimated BOQ Items
  • Use the Budget Widget to Track the Estimated Costs and Actual Costs
  • Use the Budget Widget to Track the Cashflow Position on Projects
  • View Timesheets with actual Staff Costs and Charge and Rates
  • View the Purchase Orders in your Budget by Paid, Committed or Invoiced
  • View Customer Invoices in your Budget by Paid, Outstanding or Not Invoiced
  • Create a Schedule of Rates for Jobs based on Tasks and/or Resources