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A time budget can be allocated to each job to record how much staff time is required to complete the work. There is no requirement that a job has to have a budget in order to have diary time allocated to it.
Budgeted staff time is not the same as the time booked in a staff members diary. Staff diary bookings are validated against the time budgeted to provide a visible warning where the job is badly under or over resourced.
For example, client A001 has a personal tax job with an estimated budget of four hours to complete the work. A booking for the job is created in a staff diary and given five hours. The screen will show the budgeted time of four hours, the booking as five hours and a budget variance of +1 hour, thus showing that this job is slightly over resourced.
To allocate a time budget to a job:
From the IRIS Main Menu, click IRIS Staff Planning.
Click the Job Planning tab.
Input the service ID at the top and click Find.
Right-click on the job you wish to set the budget for and select Job.
Click Assignments.
In the Total Time Budget box type in the budget (for example, 4 hours).
Once the time has been booked on a staff diary, to check the variance between the booked time and the budgeted time follow these steps:
From the IRIS Main Menu, click IRIS Staff Planning.
From the wall planner, double-click on the booking in question.
The total time budget, booked time and budget variance are shown on this screen.