How do I get started with the Budget Planner Tool?

Budget Planner Tool gives you a variety of ways to keep up with your labor costs.  You can have planned and actual budget information available at your fingertips.  

Begin the budget setup process by navigating to Location Settings. 
Locate Budget Rules.

Location Settings Info Budget Rules To Begin

Find the Plan Budget By dropdown and then choose one of four options:

  • Location--displays summary information for the entire location.
  • Duty--displays labor costs by duties.
  • Zone--displays labor costs by zone(s).
  • Zone & Duty--provides a combination budget summary of both zones and duties.

Plan Budget By Dropwdown

After making your selection,
be sure to save your choice to ensure that your budget setup is accurately recorded.

Click Save in Plan Budget By

Next, find the Display By dropdown and choose either Dollars or Hours. 
Then, click the save button.

Save Display Budget In and Save

It is important to consider that calculating a budget based on hours may lead to varying outcomes compared to calculating based on dollars. This is because employees often have different pay rates. When measuring by hours, these pay rate discrepancies are not taken into account.