What is the Floor Plan Budget?
The Floor Plan Budget provides Users with the ability to keep track of allotted rooms per community on a monthly and yearly basis.
Who has access to edit the Budget?
Users whose security role has the ability to "manage floor plan" are able to access the Floor Plan Budget. If you cannot access the Floor Plan Budget, but believe you should be able to, reach out to ALIS Support for assistance.
Accessing the Floor Plan Budget
- From any page in ALIS, hover over the Communities tab and click Floor Plan.
- On the next page, click on the Budget tab.
Editing the Budget
- While on the Budget tab, click the Edit Budget button and then select the year's budget you want to edit, then click Submit.
- This will take you to a new page where you can enter in values per Room Category per Month for the year.
- Use the Bulk Set button to select to enter values for Room Categories if all budget numbers are the same for each month.
- Once complete, select the Submit Budget button which will take you back to the Budget tab where you can view the entered budget, select to edit for a different year, and export the budget to Excel if needed.
Where is the Floor Plan Budget used?
The Floor Plan Budget is used in the "Weekly Occupancy Report" for the monthly Budget totals as well as being used to calculate the Variance to Budget (daily unit occupancy totals for the Month divided by days in Month minus the Budget for the Month).
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