Weekly Hour Budgets

The budgeting feature allows managers and company admins to set weekly hour budgets for each location. Budgets are in hours, not euros; to track staff cost against sales, use the labour-cost ratio. Budgets provide a planning target when building rosters and help track whether staffing levels match business expectations.

Setting a Default Budget

Each location can have a default weekly hour budget. This is the baseline that applies to any week without a specific override.

1. Go to Settings > Hour Budgets.
2. Select the Company and Location.
3. Enter the Default Budget in hours per week.
4. Save.

Budget Planner

The budget planner provides a spreadsheet-style view of all 52 (or 53) weeks in a year. Each row shows one week with its budget hours and an optional reason.

How It Works

• Default weeks appear greyed out, showing the default budget value.
• Override weeks appear highlighted, showing a custom value for that specific week.
• Edit any week inline by changing the hours or adding a reason.
• Each week also shows its Scheduled hours (from the roster, highlighted when over budget) and Actual hours (from approved worklogs) for quick comparison.
• Changes are tracked ("N weeks modified") until you click Save changes.

Year Selector

Use the year selector arrows to switch between years. Each year is managed independently.

Range Fill

To set the same budget for multiple weeks at once:

1. Click Fill range.
2. Enter the start week, end week, hours, and an optional reason.
3. Click Apply.

All weeks in the range are filled as overrides. Save to persist.

Seasonal Parks

For parks that are closed part of the year, leave weeks without a budget (empty). Only weeks with a budget value are tracked. Setting a week to 0 hours explicitly marks it as a zero-budget week.

Budget on the Roster View

When viewing a roster window, a budget bar appears for each week that has a budget configured.

The bar shows:

• Scheduled hours vs budget hours
• Percentage of budget used
• A warning indicator if scheduled hours exceed the budget

This helps managers see at a glance whether their roster fits within the budget as they build it.

If the location has a demand forecast and a target labour-cost ratio, the budget bar also shows the week's staff cost as a percentage of sales:

• the scheduled cost ratio (rostered hours against forecast sales), and
• once the week is over, the realized cost ratio (actual worked hours against actual sales),

each against the target, with an over-target warning. This lets you manage both hours and labour cost from the same bar.

Budget Warnings on Publish

When publishing a roster window, the system checks each week against the location's budget. If any week exceeds its budget, warnings are shown after publishing. Budget warnings are informational and do not block the publish action.

Who Can Edit Budgets

Role	Can View	Can Edit
Company Admin	Yes	Yes
Manager	Yes (assigned locations)	Yes (assigned locations)
Supervisor	Budget bar on the roster only	No
Employee	No	No

All budget changes are recorded in the audit log.

Comparing Budget, Planned, and Actual

To see budgeted, planned, and actual hours side by side across a date range — and track cumulative season performance — use the Budget vs Actual report.