Each budget contains one or more positions. The level of detail that your budget is broken down into is completely up to you.
Open a project with the existing budget.
For more information on how to create a budget, see Create and edit a budget.
Select one group from the Group list to which the position belongs. The group defines the structuring of position within the system.
The groups can be customized under InLoox PM options. For more information see Generate and edit groups.
Select the position you want from the Template list.
For more information on how to create budget positions for template, see Manage budget positions for templates.
On the Pricing area do the following:
In the Pricing area all the fields are filled out automatically, if you have chosen the position with the already added price model. For more information on how to set up the standard pricings model, see Manage budget positions for templates.
In the Unit(s) enter a value. The selected unit is linked to the according price per unit. Select a unit, if there is more than one, or change the unit price manually.
All prices are without VAT because InLoox records only net earned premiums.
In the Provision date choose a date for the provision services or delivery date.
This date is set automatically as a start date by actual expenses (time tracking) for the time tracking item.
Select the Billed control box.
Only for the position of the budget types actual expensesor planned expenses. This is set automatically once the position (or the entire document) has been billed.
Select the Billable control box.
Only for the positions of the budget types actual expensesor planned expenses. The positions with this status are not included in the actual revenues.
Click in the previously created custom box and enter a new value for it.
For more information on how to add a new custom field in the InLoox PM system see Create custom fields.
An internal price per hour is in file for each group. The internal prices and the available groups can be customized under Generate and edit groups.
Copy positions to be more efficient instead of adding them, if a project contains already budget information.