Ribbon Bar: Labor Budget Tab

The Labor Budget tab of the ribbon bar is only available when the main Labor Budget tab is active in Project Analyzer. It provides the user with additional tools for managing the project's labor budget.

Some options available on the Team tab vary depending on whether Active Projects or Active Opportunities are selected in the project list. If an option is only available for Active Projects or Active Opportunities, it is noted below.

Additional effort types (i.e., Active Marketing and Active Overhead) share the same options as Active Projects.

Load/Import

This section includes options related to importing labor information to the Labor Budget tab.

Load Labor Template

Opens the Load Labor Template dialog box to load the cost or hour data from a predefined template or from another project/opportunity that has been budgeted.

Load Labor from Tasks

Opens the Load Labor from Tasks dialog box to load budgeted labor assignments from the Tasks tab.

Load Labor from Team

Opens the Load Labor from Team dialog box to load budgeted labor assignments from the Team tab.

If you have made updates to theTeamtab, you must useLoad Labor from Teamto import the updated information to theLabor Budgettab. Changes made on theTeamtab are not automatically reflected on theLabor Budgettab.

Import from Financials (only available when Active Projects is selected in the project list)

Opens the Import Labor Budget from Financial System dialog box, which allows users to load budget entries from the financial system resource plan for the project, if it exists. The dialog box also allows for the deletion of existing budget entries during import.

Labor Budget

This section includes options related to managing the budget information that appears in the Labor Budget tab data grid.

Scale to Available

This tool proportionally increases or decreases the individual values in the labor budget grid to match the available labor for the project as shown in the Budget Detail chart on the same tab.

Lock by Date

When selected, phases that are complete cannot be edited. If access to this option is restricted by permissions, the Lock by Date button will be on and disabled.

Default state is not selected/off.

User access permissions are set on the System Configuration Security tab.

Show Hours

When selected, columns displaying the labor budgeted per discipline for the phase in hours are added to the data grid.

Default state is not selected/off.

Show Dollars

When selected, columns displaying the labor budgeted per discipline for the phase in dollars are added to the data grid. If access to this option is restricted by permissions, the Show Dollars button will be off and disabled.

Default state is selected/on.

User access permissions are set on the System Configuration Security tab.

Save as Baseline

Click Save as Baseline to save a snapshot of the current labor budget to the Baseline tab in the Labor Budget data grid. This version of the budget can then be used for comparison and reporting purposes.

Budget Status

Select the appropriate status for the labor budget from the drop-down list. Available statuses are Open, Ready for Approval and Approved.

A user's ability to set the budget status is based on their permissions as set on the System Configuration Security tab.

Work With

Select whether the labor budget for the project should be calculated at the Cost Rate or the Fee Rate.

Cost Rate. The cost of the budgeted labor to the firm.

Fee Rate. The cost of the budgeted labor to the firm with the profit amount included in the rate. Calculated as (1+ Target Profit Percent)*Cost Rate.

The Default Target Profit value is set on the System Configuration General Settings tab.

Common

For information regarding the Common toolbar options, Please refer to the Ribbon Bar: Home Tab.

To access this ribbon bar tab

Click the Labor Budget tab, then click the Labor Budget tab in the Project Analyzer ribbon bar.