V2 - Budget Plans

In Chronicle, you can create a 'Budget Plan' for your environment which you can use to track head count, hours or currency. 

This can be a helpful feature to ensure you have enough employees scheduled on a daily basis, not going over budget or make sure enough hours are covered. 

Multiple budget plans can be created as they are applied to a specific tag - meaning you can have different plans for different teams/departments. 

Budget plans can be found, adjusted and created by selecting the 'Settings' option in the bottom left corner of the home screen menu items and then 'Organisation' and finally 'Budget Plans'.

Creating & Applying Budget Plans

Creating a Budget Plan

Within the budget plan screen, you can begin creating a new budget plan by selecting the orange 'Add Budget Plan' option or, to amend an existing one, simply double-click on it to open the details interface. 

Name - This is where you'd enter the name of this specific budget plan.

Budget Type - This is where you'll define the type of plan you're looking to track; Hours, Currency or Count.

Multiple Weeks - Enabling this option will allow you to specify the details of this type over multiple weeks if they vary, rather than a set amount each week (See below for more information)

Days of the Week - This is where you'll specify the maximum count, currency or hours for the budget plan. 

The 'Multiple Weeks' option only appears once the budget plan is already created - If you intend to input varying information on a weekly basis, save the budget plan first and then double-click back into it and enable this option. 

When enabled, the interface will change slightly: 

Upon selecting the 'Create Weeks' option, the table will then populate a years worth of weeks for you to then input the information against. 

Double-clicking on a week will then allow you to enter the require maximum amount for the budget type you have defined. 

Applying the Budget Plans

With the budget plan(s) created, you will then need to apply these to the appropriate tag(s). To do so, navigate to the 'Tags' option on the left-hand side, still within the 'Organisation' drop-down. 

Double-click on the tag that you want to apply a budget plan to and select the appropriate one from the 'Budget Plan' drop-down. 

With the budget plan applied, you'll be able to track this on the 'Attendance' screen, below the list of employees.