Creating budgets
Follow these instructions to create budgets for use in e-timecard.
To create a budget
From the JAMIS Administration home page > Setup tab, under Master Files, click Budgets. Or, from the top of any JAMIS Administration screen, click Master Files > Budgets. The Budgets screen appears.
Click Add. In the bottom section of the screen, budget entry fields appear.
Hint: The job number is the only field that is always required for saving a budget record. If you enter a labor category, then you must enter a cost element. If you enter an employee, then you must enter a cost element, as well as a labor category if the job’s master record has a labor category table.
Enter the job number to which the budgeted hours apply. You can click to the right of the field to look it up.
If you wish, enter the cost element to which the budgeted hours apply. The cost element that you enter must belong to the cost element table in the job’s master record. You can click to the right of the field to look it up.
If there is a contract labor category table in the job’s master record, then you can enter the labor category to which the budgeted hours apply. The labor category that you enter must belong to the labor category table in the job’s master record. You can click to the right of the field to look it up.
Enter an employee ID if you want the budgeted hours to apply to a specific employee. You can click to the right of the field to look up employees. If you leave this field blank, then the budgeted hours apply to all employees who charge to the job/cost element/labor category.
Enter the Hours Budgeted. This is the maximum number of hours that can be charged to the job/cost element/labor category either for all employees, or for the specific employee if you entered one.
The Hours Remaining field defaults to the value that you enter for hours budgeted. As the employee(s) charge hours to the job/cost element/labor category, JAMIS updates the Hours Remaining field.
If needed, you can click Adjust to manually change the hours remaining for this budget. You may find the adjust option useful if employees have already charged hours to the job for which you are setting up a budget record. In this case, you can enter the remaining hours as budgeted hours, or enter real budgeted hours and then adjust the remaining hours.
Click Update to commit your budget entries.
Repeat from step 2 for each budget that you wish to set up.