Property – Account Budgets

Property account budgets are used to establish budget hours and amounts for each property account for purposes to help track actual hours and costs against budgeted numbers.

To define a property account budget:

1. Open the Administration Menu page.

2. Under the WORK ORDER ADMIN heading, click Property – Account Budgets.

3. Click the Select Property button to select the property the budget values will be defined for.

   Information about the property appears in the gray pane at the top of the page.

4. In the Add Accounts field, select the account you want to define property budget values for.

   Only accounts defined for the selected property are displayed. If you want to define budget values for all accounts, you can click the Import All Accounts link to add all accounts to the budget and then define the hours and amounts.

5. In the Budget Hrs field, enter the number of budgeted hours for this account.

6. In the Budget $ field, enter the number of budgeted dollars for this account.

7. Click ADD.

Once you have defined a budget for an account, you can edit its values and click UPDATE, if needed, or click DELETE to delete it. Deleting an account budget removes all historical data related to the budget from the system.