Allocating Budgets

You can allocate a budget to any employee assigned to a phase using the button.

To allocate an employee's budget:

  1. On the Plan tab, in the Details pane, find the employee you want to adjust the budget for.
  2. Click to view the budget allocation for the phase. The Fee for the phase displays.

    By entering the % of the Fee you’d like to assign to the employee, the amount of hours will be calculated based on that employee’s rate. For example, if you set % to be 25%, the amount of hours is automatically calculated and set to 32.