View roster costs and enter roster budget

You have the ability to enter roster budgets which will filter into your roster costs and analytics view.

To enter the budget:

1. In the quick menu at the top, navigate to Work and select Rosters from the drop down menu. 

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2. To the right of the screen, select the Date for the roster week you wish to view.

3. On the overview page click View Roster.

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4. Go to Tools, and select Enter Roster Budget.

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5. You can enter in a Weekly or Daily roster budget. Budget by dollar value or hours options are also available.

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To View Roster Costs

6. To view Roster Costs- at the bottom of the screen, open Costs by clicking on the grey ^ arrow  to view budget data in weekly costs.

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7. You can also see the budget in analytics. By selecting Analytics and then click on the grey bar to expand.

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You can also prevent the roster from being published if its over budget, for more information check out how this setting works by clicking here.

 

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