The ability to use budgets in rostering is a handy tool, and allows you to budget your wage costs against your sales costs.
Setting a budget
You can set a budget for a roster by following these steps:
- Click on the budget icon in the rostering screen. This will open the budgets panel:
- From the budget panel you will be required to enter the following details to set your budget
- Location sets own budget - use this setting when you want the budget to only apply to the selected location
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Location shares budget across sub-locations - use this setting when you want to set a budget at the parent location and have it shared with all the sub-locations of that location
N.B if you select the "Location shares budget across sub-locations" option, you will not be able to set individual budgets for sub locations
- Location - this is the location that the budget will apply to
- Budget setting - you can set the following options for a budget
- Week - the week that the budget applies to
- Once you've selected your budget settings, you can set your budget and sales figures for each day in the specified period
- Once you've set your budget values, you can save your budget. Based on these values, you will notice in the roster that ORANGE means "the shifts have exceeded the budget warning level", and RED means "over budget" (provided that you have the 'show costs' button on). E.g. the below roster shows that the budget warning has been exceeded on the Thursday, the Friday is over budget, and the Saturday is within budget:
N.B. - Budget warning level can be set within the "Rostering" option from the Payroll Settings menu. This is the field you need to complete to enter a budget warning level. "Rostering budget warning %"
Additional budget settings
Within the budget panel you can find the following additional settings by clicking the budget cog:
- Clear budgets - this will clear the budget values for the current period
- Copy budgets from last week / fortnight - this will copy the budget values from the previous week / fortnight