Features

Budget and Contract Values per WBS

Set cost projections at the highest level of a Job or prepare detailed bids that breakdown the individual line item of every billing category.

Stay on top of your projects

Track and compare the projected number vs. the recorded billable or non-billable number found on Tickets.

Truly understand your data

Select the right data comparison for your data to pull out the insights you need.

Dive deep into billable items

Specify what type of resource you are budgeting for.

About Budget and Contract Values

Dive deep into budgeting

Aimsio has a comprehensive set of budgeting features that will scale with your needs as you grow.

Select your Budget Entry approach

Choose which approach to take when budgeting:

  • Budget is entered per Detailed Line Item
  • Budget is entered per WBS Activity
  • Budget is entered in the Budgeting tab

Get detailed with your budgeting

Use your WBS phases to budget your Labor, Equipment, and Material at the category level, such as Foreman, Welder, and Driver. These values will then be used to update the Budget and Contract Values in your WBS.

Compare Budget vs. Actual

Choose from 5 different ways of comparing your budgets versus actuals. You can even change this later on if a different perspective is required:

  • Compare Non-Billable against Budget
  • Compare Non-Billable AND Billable against Budget
  • Compare Billable against Budget
  • Compare Cost against Budget
  • Compare Billable against Amended Contract Value

Plus so much more

With Aimsio’s advanced Budget and Contract Values you’ll be able to go as deep as you want into your data. Manage Contract Values, enter budget information, see budget per detailed line items, export budget information and more.

Find this feature in the following plans

  • Aimsio Ultimate

Other Features

Explore some other features

Take a look at all of Aimsio’s features

Job Performance Reporting

Track profitability in near-realtime by comparing billable and non-billable work against the cost of labor, equipment, and third-party charges.

WBS Phase Management

Break down jobs into manageable deliverables, aiding in tracking revenue and project completion.

Invoices

Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.

T&M Estimates

Create and manage quotes for upcoming Jobs. Apply discounts, markups, or bundles and convert awarded Estimates into a Price Book.

Resource Costing

Calculate the labor, equipment, and materials costs of a Job. Export data to your accounting or payroll system.

Price Books

Flexible Price Books let you customize rates for Jobs. Apply markups or discounts and effortlessly manage your pricing strategy.

Integrations

Unlock your full potential with integrations

Integrate your accounting, payroll, or ERP software with Aimsio to make your day-to-day data entry disappear.

Want to see this feature in action?

Get a personalized demo with us to learn more about how this and other features can evolve your field operations.