DMCloud Features - Released 10.15.13

Modified on: 2017-11-17 12:33:15 -0500


  • Budgets

 

Project Overall Budget

You can begin creating your budget by placing your overall budget amount into the Budget field on the Project Window.



 

Location Budget

Next, click Edit or Add Location and enter each Location’s Budget. Locations can be any category or label for a list of Items in Design Manager. For example, Bedroom, Living Room, Hotel Lobby, Time, etc.


Item Budget

If you want an even more detailed Budget, you can enter a budget amount per Item by using the Unit Budget field and the Extended Budget field.


Unit Budget: An optional field for you to enter this Item's Unit Budget amount. If the Item has a quantity higher than 1, and you have a specific Budget per Unit, enter in the Unit Budget amount here; the Extended Budget will automatically calculate based on the Item Quantity.


Extended Budget: An optional field for you to enter this Item's Extended Budget amount. If you have a specific Budget per Item (no matter how many units are needed), enter in the Total Item Budget amount here; the Unit Budget will automatically calculate based on the Item Quantity. Having an Extended Budget entered will automatically populate the Budget field on the Item Window - Pricing Info Tab.


Budget Report

Lastly, to print or email the budget to your Client, go to Reports-Project Management-Budget Report. The Budget Report is designed to show the client the overall project budget as well as the breakdown of the budget for Locations and Items. It is perfect for the beginning stages of a project before you create the Proposal.


Example of the Budget Report:



  • Export Button on Spec Search

    On the Projects and Specifications Window, click the Search Button.


Choosing the Export button  will allow you to save ALL fields generated by the Search as a CSV file. This file can then be opened in Excel and will show ALL columns as seen on the Spec Search window.






Did you find this helpful? Yes No

Can you please tell us how we can improve this article?