Please see template options for more details.

Set page size to either legal or letter size for printing or PDF purposes.

Dropdowns for staff names will set to the default name as set here when double-clicked

Enter engagement team members.

You can either have link staff names from the PTKEY or manually enter them.

 

 

Right-click to access an express menu to add additional staff, sort or remove them.

 

Variance is automatically calculated from the Current period actual and Current period budget column.

Right-click to access options to add, delete or sort item lines. Lines can be numbered.

 

The dollar column is automatically calculated based on the rate and hour column.

Right-click for the option to add, delete or sort lines.