Calculation

A budget, which VOGSY calls a calculation, lists the activities and costs required to complete a deliverable as well as the revenue the deliverable should bring in once it is completed and the customer is invoiced.

Activities are tasks that your team needs to perform to complete the deliverable. Costs refer to the prices of materials or services needed to complete the deliverable.

For deliverables with time and material costs, a calculation is needed before time can be registered and VOGSY can generate invoices.

For deliverables with a fixed price, a calculation is not necessary. Still, calculations should be added as a way of tracking all costs associated with the project.

calculation card with callouts v3

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Activities section. The following parameters are repeated for each activity added to this budget.

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Name of the activity

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Calculated cost to perform the activity. This is calculated by multiplying the calculated cost rate ( number four red circle ) by the estimated hours ( number six red circle ).

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Cost rate per hour for the activity. This is pre-filled based on the activity’s parameters from the Activities master table in the back office, but you can override this by editing the calculation ( number ten red circle ).

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Tasks associated with the activity. Click to display the list of tasks or to add a task to the activity.

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Estimated hours

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Calculated sales rate. This is calculated by multiplying the activity sales rate ( number eight red circle ) by the estimated hours ( number six red circle ).

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Sales rate per hour for the activity. This is pre-filled based on the activity’s parameters from the Activities master table in the back office, but you can override this by editing the calculation ( number ten red circle ).

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Add a resource. Displays a form where you can pick a resource to perform the activity.

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Edit the activity. Displays a configuration form for the activity.

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Priority arrows. If there is more than one activity listed in this section, you can use these arrows to move the activity up or down in the list.

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Costs section. The following parameters are repeated for each cost added to this budget.

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Name of the cost type.

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Edit the cost. Displays a configuration form for the cost.