Adding Budgets to Quadpro
Adding budgets to your Quadpro system is quick and simple.
These budgets are used in the Works Orders module
Head to the Budgets tab on the home screen menu.
You will be greeted with a list of the current year's Budgets and Sub Budgets.
Click Add to set up a new Main Budget.
Input a Code you wish to associate with the budget.
Then input the chosen Budget name along with the allocated amount against it. Use the notes field for any useful information to go with this budget.
To create a Sub Budget, you will need to first click on the Main Budget and then click on the Add button opposite the Sub Budgets table.
Enter all sub budget information here – just like with the main budget. To ensure that you have the correct budget selected you can check this with the Parent Budget indicator.
Once you have entered all information, press save and repeat as necessary for other budgets.
Each Main and Sub Budget will display all related Works Orders inside their record, below the list of information.
Figures:
Totals of are shown with:
Total Budget, Committed Cost, Actual (to Date), Remaining and Unallocated (amount not assigned to a sub budget)
Relcalculate Budgets:
This option just refreshes the page and shows the most up to date f