Budgets

Budgets

Location Budget details affect various reports in the system.

Adding Location Budgets	Actual vs. Budget Cost
Editing Budget Effective Dates	Supply Cost vs. Budget Explorer
Budget Reports	Payroll Adjustments Report
Actual vs. Budget

Adding Location Budgets

1. On the portal site, navigate to Customers > Manage Locations.
2. Select the Edit Pencil in the Actions column for a location.
3. On the General tab, locate the Budget Information section.  Required fields are marked with an asterisk (*).
   • Rate - The monthly rate, or budget, for this location.
   • % Supply Usage Goal - The budgeted cost of supplies at the location, as a percentage of the Rate.
   • Budgeted Weekly Hours - The budgeted labor hours for a 7-day period.
   • Budgeted Monthly Hours - The budgeted labor hours for a 30-day period.
   • Budgeted Weekly Labor Cost - The budgeted labor cost for a 7-day period.
     
     

Editing Budget Effective Dates

1. On the portal site, navigate to Customers > Manage Locations.
2. Select the Edit Pencil in the Actions column for a location.
3. Select the Budget subtab.
4. Select the Edit Pencil in the Actions column.
5. Adjust the Effective From and/or Effective To dates.
6. Select Update to save changes.
   • Changing the Effective dates can affect how data is shown on budgeting-related reports.

Budget Reports

Budgets

Customers > Budgets

This report shows the budget values for all active locations.

Actual vs. Budget

Reports > Time > Actual vs. Budget

This report shows the budgeted labor hours versus actual labor hours per location. 
Unpaid breaks are reflected in this report. The report only shows hours worked.

• • Job Code - The Location Number/Building Code for the location.
  • Segment - The segment that the location belongs to, if any.
  • Location - The location name.
  • Budget - The budgeted labor hours for the location, based on the Budgeted Monthly Hours.
  • Actual - The actual labor hours recorded at the location, based on data from timekeeping.
  • Variance - The difference between the actual and budget fields.

Actual vs. Budget Cost

Reports > Time > Actual vs. Budget Cost

This report shows the budgeted labor cost versus the actual labor cost per location.

• • Job Code - The Location Number/Building Code for the location.
  • Location - The location name.
  • Budget (Hour) - The budgeted labor hours for the location, based on the Budgeted Monthly Hours.
  • Actual (Hour) - The actual labor hours recorded at the location, based on data from timekeeping.
  • Variance (Hour) - The difference between the actual and budget fields.
  • Budget (Cost) - The budgeted cost of labor at the location (location's Rate).
  • Actual (Cost) - The actual cost of labor at the location, based on timekeeping data.
  • Variance (Cost) - The difference between the Budget (Cost) and Actual (Cost) fields.

Supply Cost vs. Budget Explorer

Inventory > Cost vs. Budget Explorer.

This report shows the month-to-date supply budget compared to the actual supply usage for each location.

This report is available for Supply Tracking, not Inventory Management System.

• • Month - The Location Number/Building Code for the location.
  • Customer - The location name.
  • Rate - The location's Rate.
  • MTD Supply Budget - The dollar amount of the supply budget (Rate / Supply Goal Percentage).
  • Supply Usage - The value of consumed supply items.
  • P/L - Profit vs. Loss (MTD Supply Budget - Supply Usage).

Payroll Adjustments Report

The Payroll Adjustments report is used to edit payable employee amounts while viewing a weekly budget.  This report is mainly for companies that use an output-based or piecework pay system.

1. Navigate to Reports > Time > Employee Payroll.
2. On a processed payroll cycle, select Edit Payable Amounts.
   
3. Select a Location and Week.  Optionally, select an Employee.
4. Select the Edit Pencil in the Actions column to edit the paid amount for a shift.
   • Shifts cannot be edited if the payroll cycle has been Locked/Closed.
5. Adjust the amount in the Payable field, and add a Comment.
6. Select Update to save changes.
   • Weekly Budget/Actual Hours - The location's Weekly Budgeted Hours and actual hours worked for the week.
   • Weekly Budget/Actual Cost - The location's Budgeted Weekly Labor Cost and actual labor cost for the week.
   • Variance Hours/Cost - The difference between budgeted and actual hours/cost.
   • Employee - The employee who worked the shift.
   • Date - The date of the shift.
   • Start & End Time - The date and time of the employee's timepunch.
   • Duration - The actual duration of the shift.
   • Rate - The rate at which the employee was paid.
   • Amount - The total dollar associated with the shift.
   • Payable - The amount that the employee will be paid, as documented on the Employee Payroll report.
   • Comments - Any additional comment added to an edited shift.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.