Budget planning

Planned budgets for agency service and external service can also be defined on the estimate. They behave exactly the same as on the job.

Job planning

If the estimate belongs to a job, the Planned Budgets of the estimate are also displayed in the job.

If the estimate does not yet belong to a job and is later assigned to a job, the Planned Budgets of the estimate are automatically carried over into the job. The same happens if the estimate is later assigned to a different job.

Application scenarios

If I have switched the budgets for agency service and external service to "Planned Budgets" in the "Planned Budgets" tab of my job, the report for my job shows the values for my agency service, working time and external service budgets as the sum that I have stored here on the estimate in the "Planned Budgets" tab.

In this way I can define the available agency service and external service budget of my team, regardless of the price at which I offered the service to the customer.

Even if a job does not consider the Planned Budgets but instead the agency service and external services calculated in the estimate, it can make sense to document the Planned Budgets of the estimate before the estimate is created.

This way it becomes clear which efforts will be incurred in implementing the estimate and pricing the offer becomes easier as a result.