Department Based Budgeting

You can now use Department Based Budgeting to allow you to control how your sales divide and projections are calculated for each Department, allowing you to more accurately project your labor when creating schedules.

Department Based Budgeting is available on The Works plan and above.

Department Based Budgeting is only available with a supported POS Actual Sales integration:


First, you'll need to enable the feature:

1. Head to Company Settings > Add-ons > Third Party > Specific POS.

2. Select your Location, then toggle on the 'Use Department Budgeting' option.


3. You will be prompted to assign your categories. 

4. You will need to assign the appropriate categories to each Department within your Location before clicking 'Save.'

You can assign a category to more than 1 Department. 

You must assign at least 1 category to each Department.

Your Location is now set up with Department Based Budgeting! 


You will see this reflected in 3 places:

1. Directly within the Budget Tool on the schedule.

  • Click on the 'Calendar' icon at the top of the page.
  • Scroll to the Budget Tool at bottom of the schedule, then click the '3 dots' to expand.

The Actual Sales and Sales Projections you see here will be based on the categories you selected for that Department.

2. On the Dashboard within the Sales vs Labor tool.

  • Click on the 'Gauge' icon at the top of the page.
  • Select 'Sales vs Labor', then filter by your Location, then the specific Department.

The Actual Sales and Sales Projections you see here will be based on the categories you selected for that Department.

3. In the Actuals report on the Reports page. 
  • Click on the 'Reports' tab at the top of your screen.
  • Select 'Actuals' report and filter by department.

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