Spending
This module allows you to track all expenditures in your project on a monthly basis by cost code and subcontractor. You can see how much of your budget has been spent and your remaining balance in real-time.Accessing the Page
1
Go to Cost Management
While inside the relevant project, click the Cost Management (
) icon in the left menu.
) icon in the left menu.2
Select Spending
Click the Spending (
) option from the submenu that opens.
) option from the submenu that opens.https://app.bultech.co/company/:companyId/project/:projectId/cost-management/spending
Entering Expenditures
1
Open Edit Mode
Click the Edit Mode (
) button in the top right.
) button in the top right.2
Add a New Row
To add a new spending item, select a Full Code and Company in the empty row at the bottom of the table.
3
Enter the Spending Amount
Go to the column for the relevant month and enter the spending amount for that month. A cost calculator will open when you click the cell.
Interface and Settings
Global Actions
Global Actions
- Filter (
): Filters by a specific subcontractor. - Table View (
): Customizes the columns to be displayed. - Export to Excel (
): Downloads the table in Excel format. - Quarter/Year Selection (
): Selects the year and quarter to be displayed. - Settings (
): Configures the behavior of the spending table.
Spending Table Columns
Spending Table Columns
- Revised Budget: Shows the total budget allocated for the relevant cost item.
- Monthly Spending Columns: Fields where monthly expenditures are entered.
- Job to Date Cost: Shows the total expenditure made to date.
- Remaining Balance: Shows the amount remaining after deducting expenditures from the budget.
- % Spent: Shows what percentage of the budget has been spent.
Important Notes
Important Notes
- Authorization: The permission to edit the spending table depends on the user’s roles and permissions.
- Budget Synchronization: From the Settings () menu, you can ensure that the “Revised Budget” column is synchronized with the data in the Detailed Budget table.