Which columns and information are included in the budget table? Can the view be customized?
The desired view can be selected either via the buttons in the top menu:
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Effort, cost, or total view
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Mini, compact, or full table
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Display in hours or days
Alternatively, users can individually select the desired columns.
Each user can individually configure all columns in the window and place them in the desired order. It is not necessary to include all available columns in the overview.
Available Columns in the Budget Table
| Field Name | Description |
|---|---|
| Budget ID | ID of the budget line |
| Project | Project name |
| Name | Name of the budget item |
| Description | Description field |
| Period | Time period for which the budget line applies |
| Active | Activates the budget line (checkbox) |
| Budget Pos. | Budget position |
| Purpose | Department or resource the budget is allocated to |
| Custom Field 1–3 | Customer-specific fields (1, 2, 3), optionally enabled by the admin |
| Budget (Effort) | Total work budget |
| Planned Effort Budget | Already allocated effort in the project |
| Remaining Planned Effort | Effort budget still available for planning |
| Consumed Effort | Already reported effort |
| Remaining Effort Budget | Effort still available (budget minus consumed effort) |
| Carry Over (Effort) | If time-based, can unused effort budget be carried over? (Y/N) |
| Overbooking Tolerance (Effort) | Is overbooking allowed? (info only – allows entries above planned effort) |
| Budget (Cost) | Total financial budget (monetary value) |
| Planned Costs | Already planned costs in the project (e.g., in EUR) |
| Remaining Planned Costs | Costs still available for planning |
| Consumed Costs | Costs already reported via feedback |
| Remaining Cost Budget | Budget still available (budget minus consumed costs) |
| Carry Over (Cost) | If time-based, can unused financial budget be carried over? (Y/N) |
| Overbooking (Cost) | Is overbooking allowed? (info only – allows entries above planned cost) |