P&L Staff – Automatically populate hours and rates from Budget & forecast

Hours and rates maintained in Budget & Forecast can now automatically populate the Staff view in Profit & Loss.

Once configured, the Hours and Rate rows in the Staff module are automatically populated, ensuring staffing data in Profit & Loss reflects the latest budget and forecast labor values.

What has changed

You can now configure the P&L Staff module to automatically populate budgeted and forecasted hours and rates from the Budget & forecast module.

This removes the need to manually update staff hours and rates in the Staff module when values change in Budget & Forecast.

Who can use it

Users with Salary editor rights for the relevant department.

Why this is useful

  • Reduces manual data entry in both Staff module and Budget & forecast module.
  • Ensures labor costs stay aligned with Budget & Forecast

Learn more:

For more information, go to: Auto-populate P&L Staff hours and rates from Budget & forecast

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