Line-items

Line-items are as flexible as a spreadsheet but a lot smarter and completely integrated into your project plan and reporting.

With line-items you can free-form track almost any type of expense or revenue.

Line-item examples:

Office rent: $4,500 per month
External consultants: one-time fee $50,000
Travel: 48Km * $5 each
Weekly subscription fee: $120
5 Pizzas x $10 each
1,000 new users: $20 per month
Retainer: $16,000 each month

A spreadsheet feel without the waste

Track things in spreadsheets and then spend countless hours reconciling reports and updates while creating a mountain of data-garbage, or track them in missionX and automate your organization.

Label	Feature	Description
A	Line-items tab	Access line-items from the Budget pro tab
B	Create a line item	A new item will be added with the default settings: one-time in the current month . You can change these as needed.
C	Exsiting line-items	Line-items are ordered ascending by date. You can change the title at anytime by clicking on the cell.
D	Effective date	The month this line-item is expected to be realized (for one-time items) or the start date for recurring items. This is important for invoicing and forecasting financials. Please note: You can set any month you wish for the effective date, even outside the project timeline. This allows for greater flexibility, but may possibly create confusing reports and invoicing when t,hings fall outside the project dates.
E	Recurrance	How often will this line-item be figured into budget calculations and reports. Recurrance options include: Monthly, Weekly, Daily, One-time
F	Frequency	By default, recurring items repeat Monthly, Weekly, Daily till the end of the project. You can override this and set the frequency manually. For example: You may have a five month project but only want to calculate renting equipment for the last 3 months. You can set "Repeats" to three.
G	Quantity	How many times should this line-item be calculated. Example: Laptops $1,600 x 10
H	Unit description	An optional description for what this line-item represents. Helpful for invoicing and reporting. Options include: Hours, Days, Km, Miles, Other
I	Cost per unit	The amount each item will cost or how much revenue it will bring in. This number is multiplied by the quantity to give you a total estimate.
J	Totals	Your calculations for each line-item Recurrance x Quanity x Costs = Totals Example: 3 generators, for 10 months at $100 per month will give you a total cost for this line-item of $3,000 (3 x 10 x $100)