Work Planning and Budgeting

Lucity's Work Planning and Budgeting modules help an agency to define its fiscal year, set its estimated budget and plan work tasks for individual departments. What's more, the Planning and Budgeting modules link to Work Orders, enabling agencies to track actual costs of labor, equipment and other resources to compare to budget estimates.

Preliminary planning and budgeting, whether conducted agency-wide or by individual departments, can help organize workflow and finances. Lucity lets you base plans and budgets on historical information, such as comparisons of estimated to actual costs, and use toolkits to copy information from one Fiscal Year record to another.

While the primary purpose of the Planning and Budgeting modules is to anticipate future needs, the historical data these modules gather is also useful for retrospective analyses, such as annual reviews of resource use or financial strategies. Users can also produce reports during or after a fiscal year to analyze work processes and costs.

The Work > Planning and Budgeting suite contains the following modules:

• Fiscal Year - Establishes an agency's fiscal year parameters and budgets.
• Departments - Identifies departments' standard work days, costs and available employee and equipment resources for a specific fiscal year.
• Tasks - Collects resource, labor and cost information for work tasks assigned to a specific department during the fiscal year. The Tasks module also enables you to assign multiple resources to a task and, through that Task's link to Work Orders, compare data from completed work to your original estimates.

Graphic taken from desktop manual... My only observations are:

• the lack of mention of Category as a matching criteria and
• the placement of Classifications.

Do we need to be more explicit that this tool is for WORK planning and budgeting, not necessarily comprehensive P&B?