Budget Builder

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What Is It?

The Budget Builder is an application that allows you to create detailed budgets and timelines. YouIt willalso provides ready to use thetables Budgetand Buildercharts duringthat theyou offercan /use include in your proposal writingand phase. offers.

Key Concepts

Margin

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Daily Rates

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Labor

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Expenses

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Budgets

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Key Performance Indicators

• labor
• timeline
• expenses
• margins
• Tables for your proposals

Using The Application

Typical Workflow

1. You identify the main workstreams / phases of execution of the contract.
2. You outline the main activities for each work stream.
3. You specify which roles will be involved in each activity and the number of days per month you estimate necessary.
4. You specify any expenses associated with the activities.
5. You review the budget numbers (labor, expenses, margin) and make sure that everything makes sense according your prospects needs and constraints.
6. You copy/paste some of the tables and charts in your offer.

Any table you copy from the Budget Builder into a Google Doc can be copied as Linked to spreadsheet. If you update the numbers in the Budget Builder, the tables will automatically update in the Google Doc 😎.

Structure & Features

If any monetary value (totals, rates, unit costs) does not have a Loaded or Unloaded mention next to it, it then refers to Loaded value (what you charge to your client).

Setup

This tab allows you to configure the main attributes of your budget.

Attribute	Description
Period - Type	You can choose between: weeks for shorter contract up to 12 weeks months for longer contracts up to 12 months
Period - Start	The number of week (1-52) or month (1-12) in which you expect the contract execution to start.
Workstream	The main phases / components of the contract. This is a way to group the activities of the contract. You can have up to 13 workstreams.
Role	The list of roles in your company. You can have up to 33 roles.
Unloaded Rate	The unloaded rate for a role.
Loaded Rate	The loaded rate for a role. This is a function of the unloaded rate and the margin. 💡Computed Field
Margin (%)	The margin you what to make on a role

The columns Role, Unloaded Rate, Loaded Rate and Margin define your Rates Card. A similar one is used in the Project Dashboard.

Labor

Each line of this tab specifies the amount of days (Labor) a role needs to execute an activity over time. That activity being part of a workstream. You decide the level of detail you need. Once you are done you will have built your labor budget and project timeline 👌.

Make sure that the columns Workstream, Activity and Role are filled in if there are days allocated to a line. Otherwise these days might not be taken into account in the other tabs.

Column	Description
Workstream	The name of the workstream. Choose from the list.
Activity	The name of the activity. Tip: Keep it short.
Role	The role of the person that will be executing the activity. Choose from the list.
Rate	The Loaded Rate associated to that role. 💡Computed Field
Periods	12 columns in which you specify the number of days needed for that role (and activity). Leave blank (or input 0) if no days are necessary.
Total - L	The total value of corresponding to the number of days for that role (and activity) based on its Loaded Rate. This is what you will charge your client. 💡Computed Field
Total - UnL	The total value of corresponding to the number of days for that role (and activity) based on its Unloaded Rate. This is what it will cost you. 💡Computed Field
# Days	The sum of days across all periods for that role (and activity). 💡Computed Field

Expenses

This tab allows you to specify any expenses or direct costs for the client associated with the execution of the contract for each workstream over time. You are able to specify margin for these item. This can be useful when you are reselling a service and get a commission (ex: hosting services, licences). There is usually no labor associated with these items.

Make sure that the columns Workstream and item are filled in. Otherwise these items might not be taken into account in the other tabs.

Column	Description
Workstream	The name of the workstream. Choose from the list.
Item	The name of the item. Tip: Make it explicit for your client
Unit Cost - L	The Loaded Unit Cost of the item. This is the amount you will charge your client for each unit of that item.
Margin (%)	The margin you will make on that item.
Periods	12 columns in which you specify the number of items needed for that workstream. Leave blank (or input 0) if no items are necessary.
Total - L	The total value of corresponding to the number of items needed based on the Loaded Unit Cost. This is what you will charge your client. 💡Computed Field
Total - UnL	The total value of corresponding to the number of items needed based on the Unloaded Unit Cost (Loaded Unit Cost without the Margin). This is what it will cost you. 💡Computed Field

Budget - Summary

This is a read-only (protected) tab. Do not modify it.

This table provides you with an overall summary of the budget for labor and expenses, per workstream. This use useful to provide a snapshot of the costs to your client.

Budget - Detailed

This is not a read-only tab. Do not modify the configuration of the pivot tables.

Labor - This table provide the detailed cost and number of days for each workstream by activity. You can expand/collapse workstreams as needed.

Expenses - This table provide the detailed for each workstream by item. You can expand/collapse workstreams as needed.

Overall Summary

This is a read-only (protected) tab. Do not modify it.

This tab provides an overall summary of your budget in addition to an analysis of the the margin.

Table	Description
Total Per Period	The total value (labor + expenses) of the contract over time.
Margin	The total margin (value and %) of the contract, with detail on labor and expenses.

Chart	Description
Total (Loaded) Per Period	Chart representation of the Total Per Period table.
Distribution - Margin	The distribution of margin between labor and expenses.
Distribution - Total	The distribution of the contract value between labor and expenses.

# Days / Role / Period

Labor

This /is Period

a read-only (protected) tab. Do not modify it.

This table provides the number of days per role per period. This is in effect the Resourcing Request that will be needed to update you Capacity Planner.

Labor Value / Role / Period

This is a read-only (protected) tab. Do not modify it.

This table provides the total value of labor per role and per period. It's a similar view than the previous tab but converting days into monetary value. This is useful to picture how costs are spread over time.

Expenses Value / Period

Overall

This Summary

is a read-only (protected) tab. Do not modify it.

This table provides the total value of expenses per workstream and per period. This is useful to picture how costs are spread over time.

Configuration

This is a hidden and read-only (protected tab). This tab should remain hidden. Do not modify it.

This tab contains the ID of the Conduite configuration file and other computed configuration parameters.