About Budget/EFC (PAS)

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This help article is related to the Production Accounting Suite (PAS)

In Wrapbook, production accountants and administrators can manage budgets using either the Production Accounting Suite or Cost tracking. To understand the differences, click here.

Overview

The Budget and Estimated Final Cost (EFC) features in the Production Accounting Suite (PAS) allow you to track, manage, and analyze your production's financial data in real-time.

When you use PAS, each project budget will contain a comprehensive list of anticipated costs including:

  • Worker wages and fringes

  • Rental costs

  • Location fees

  • All other expected production expenses

The Budget/EFC dashboard lets you review and update budget data by period or effective date. You can save custom filter views, filter by project-specific fields and ETC activity, show or hide zero-dollar accounts, and choose which columns appear in the grid.

Access a project’s Budget/EFC

The Production Accounting Suite (PAS) is permission based

To access PAS features in Wrapbook, your account must have one of the following roles enabled:

  • Role: Company Admin, Accountant

  • Custom role with: Accounting & Cost Tracking / Budgets (Production Accounting) - Full access

To access a project’s Budget/EFC:

  1. Make sure Production Accounting has been enabled for your company’s account

  2. In the left-side navigation, click the dropdown menu

  3. In the dropdown menu, select the project that you want to see the Budget/EFC for

  4. In the project dashboard’s Budget & EFC overview, click View budget