Budgets, Time Spent and Costs

Overview

Keep your spending on-track by setting a budget for your projects and programs.

You can record your time spent and costs directly against a project or program, or track them through associated activities and tasks.

There are two levels of access

Set a Project or Program Budget

To set a budget (you will need to be in the finance group for this):

1. Ensure you are on the page for the project or program.
2. Click on on the budget progress bar.
3. Click on View.
4. The Update Time & Cost window is displayed.

5. Enter the the allocated budget.
6. Click on .
7. The budget is saved and the budget progress bar displays the set budget.

See our User Guides for more information on using Katala.

Time and Costs

Adding Times and Costs allows you to keep track of your expenditure and use of time. When a task or an activity is shared with a project, their times and costs are included in the project’s (and linked program’s) total cost and total time spent.

Time Spent

Time spent can be logged against a task, an activity, a project or a program.

Look out for and icons which can be found on:

• Task and Activity Cards
• Task and Activity Sidebars
• Budget modals for Project and Programs

To Log Time

1. Click on or to display the Add Time window.
2. Complete the fields:
   1. Time
   2. Description.
3. Click on Add Time.
4. The time spent, and cost of time is added.

Costs

Costs can be logged against a task, an activity, a project or a program.

Look out for and icons which can be found on:

• Task and Activity Cards
• Task and Activity Sidebars
• Budget modal for Project and Programs

To Log Costs

1. Click on or to display the Add Cost window.
2. Complete the fields:
   1. Cost
   2. Description.
3. Click on Add Cost.
4. The cost is added.

Time Spent and Costs Totals

The totals displayed in Katala are cumulative and will vary based on where they are viewed:

• A program displays the totals from all of its associated projects, activities and tasks, as well as those logged directly.
• A project displays the totals from all of its associated activities and tasks, as well as those logged directly.
• An activity displays the totals from all of its linked tasks, as well as those logged directly.
• A task will display the totals logged directly.

The following example shows how the time and costs displayed in Program One have come from Tasks #1, #2 and #3.

Program One Total Time Spent: 2 hours and 45 minutes Total Cost: £247.50
Project Alpha Total Time Spent: 2 hours and 45 minutes Total Cost: £247.50			Project Beta Total Time: 00:00 Total Cost: £0.00
Activity A Total Time: 02:30 Total Cost: £225.00		Activity B Total Time: 00:15 Total Cost: £22.50	Activity C Total Time: 00:00 Total Cost: £0.00
Task #1 Time Spent: 1 hour Cost of time: £60.00 Cost spent: £30.00	Task #2 Time spent: 1 hour 30 minutes Cost of time: £90.00 Cost Spent: £45.00	Task #3 Time spent: 15 minutes Cost of time: £15 Cost Spent: £7.50