TABLE OF CONTENTS

• Monitor Build Plan Budget
  • Open the Budget tab
  • Grid columns
  • Where the numbers come from
  • Grid sections
    • 1. Planned Revenue
    • 2. Planned Expenses
    • 3. Totals
    • 4. Profit Margins
    • 5. Labor Hours
  • Revisions sub-tab
• Related articles
• Q&A

Monitor Build Plan Budget

The Budget tab compares what you planned, what is committed, and what actually happened. Use Current Budget for day-to-day tracking and Revisions to review every budget version.

Open the Budget tab

1. Open a Build Plan (Status dashboard, Build Plans list, or Budgets Dashboard).
2. Go to the Budget tab.
3. Choose Current Budget (live grid) or Revisions (all budget versions).

Click Open Budget to edit the pending revision or revise the approved budget.

Grid columns

Same layout as the Budgets Dashboard Details view:

For expenses, red usually means over budget; for revenue, red usually means under plan.

Where the numbers come from

Grid sections

1. Planned Revenue

Planned revenue by financial account.

Configurable (your instance)
With UseEasyBudget, this section is labeled 1. Labor Cost ($) instead of 1. Planned Revenue.

2. Planned Expenses

Expenses by Financial Account. Rows may expand to [SI] (Service Item) or [V] (Vendor). Unassigned costs show as <Unassigned Service Item> or <Unassigned Vendor>.

Configurable (your instance)
[SI] / [V] sub-rows appear only when budget lines or transactions use Service Item or Vendor. Pass-through accounts feed Pass Thru COGS in margin rows when pass-through tracking is enabled.

3. Totals

Connects the budget grid to WIP:

Current WIP uses the same logic as WIP Report:

• Variance Under Spend = Actual spend − (Planned spend × completion %)
• Variance Under Billed = CIM invoiced revenue − (Planned Revenue × completion %)

Completion % comes from Build Plan progress (EC %), unless WIP settings use % Spent.

Configurable (your instance)
BPPercantageCalc and WIPPercentageforBPsWithoutBudget control completion % and WIP for Build Plans without a budget. See WIP Report.
No approved budget: Current WIP may use Actual Spend + (Actual Spend × WIP %) − Actual Revenue.

4. Profit Margins

Compares planned % (Current Budget) vs realized % (Actual). Remaining = Actual % − Current Budget % (not dollars).

With pass-through enabled, four rows appear; with Disable Pass Through, only Total Revenue rows are shown. See Pass Through Setting.

Current Budget — percentages stored on the approved budget (same as budget card Summary).

Actual — recalculated from CIM invoice revenue and expense FD (direct vs pass-through split). Not from Planned Revenue / Planned Expenses totals in sections 1–2. Overhead % on Actual rows comes from the approved budget Overhead Type (Calculation Specification).

Service Revenue = total revenue − pass-through costs. Use it as the base for Service margin rows, not total revenue.

5. Labor Hours

Revisions sub-tab

Lists every budget version: Rev No., Status, dates (Created, Submitted, Approved, Effective, Applied From / To), Hours, Planned Revenue, COGS, and margins. Use it to compare revisions without opening each card.

Related articles

• Build Plan Budgets
• Build Plan Budget Approval
• WIP Report

Q&A

Q: Why do I see [SI] and [V] rows under one financial account?
A: Costs on that account are split by Service Item or Vendor on budget lines or transactions.

Q: What does Remaining mean when it is negative and red?
A: For expenses, committed plus actual exceed the current budget. For revenue, you billed less than planned.

Q: Why is Committed high but Actual still low?
A: Open purchase orders or BOM commitments reserve budget, but vendor invoices have not been posted yet—or BOMs are still in Pending / Sent to Warehouse.

Q: How do I verify profit margin % on a calculator?
A: Current Budget % — use the approved budget card Summary. Actual % — use CIM revenue and expense FD (split direct vs pass-through); do not use section 1–2 grid totals.

Q: Does Pending Budget affect WIP?
A: No. WIP and Adjusted P&L use the Approved current budget. Pending amounts appear only in the Pending column.

Q: Can I export this grid?
A: Use Excel export on the Budgets Dashboard Details tab or on the budget card lines.