Maconomy Information Center

Amount Table

This section describes the fields and actions on the Amount table of the Baseline tab in the Budgeting workspace.

Table Fields

Note: On parent lines in tree tables, only the Description field is editable. On non-parent sum lines in tree tables, only the Description, Line Type, and Task fields are editable.
Field Description
Resource Forecast Click the action to display the Resource Forecast wizard, which contains Maconomy data retrieved from People Planner.

This action only displays if:

  • The company-specific Enable People Planner Web system parameter is enabled.
  • The Use Imported Budget Line Resource Allocation job parameter attribute is enabled on the job related to the current budget line.
  • The current line is not a sum/text line.
Description Enter a description for the job budget line. If the field is blank, Maconomy automatically derives the description from the task assigned to the budget line.
Line Type Select the applicable type of activity for the budget line. The drop-down list include the following activity types:
  • Time
  • Outlay
  • Amount
  • Milestone
  • Sum/Text
Task Select from the drop-down list which task the budget line should be assigned to.
Incl. in FP This checkbox is selected if the entry that applies to the line is included in the fixed price of a job.
Note: This field is only shown when the current job setup bills items to a fixed price amount.
Quantity Enter the budgeted quantity for the budget line.
Cost Enter the cost of the activity on the budget line.
Total Cost This field displays the total amount of the Cost multiplied by the number in the Quantity field.
Billing Price Enter the billing price of the activity on the budget line. The value for non-invoiceable activities must be zero.
Total Billing Price This field displays the total amount of the Billing Price multiplied by the number in the Quantity field.
GM This field displays the gross margin. Maconomy calculates the gross margin by subtracting the cost in the Total Cost field from the billing price in the Total Billing Price field.
Markup This field displays the markup percentage.

Table Actions

Action Description

The Row Tools icon allows you to add lines/information to the lines of a record.

For lines in the Amount table, choose from the following actions:

  • Insert Budget Line
  • Delete Budget Line
  • Revert
+ Click this action to add another budget line to the bottom of the budget.
Click this action to export the rows from the current table to a spreadsheet.

Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.

Click this action to maximize the table view.

Click this action to restore the default display size of the table.

Click this action to open the Customize Columns window.