How do you add a new personnel expense row? Can I remove an added actual personnel expense row?
The Actual Personnel Expenses dashboard in Bizplan, located under Finance > Personnel > Actuals, presents a monthly breakdown of your team's financial activity. This section helps you monitor how well actual spending aligns with your budget by displaying detailed data in a structured and intuitive format.
📊 What information does the table include?
The dashboard displays monthly columns from January to December and includes the following key metrics:
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Actual Personnel Cost – The amount actually spent on personnel for each month.
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Planned Personnel Cost – The amount you originally budgeted.
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Planned vs. Actual Deviation – The difference between planned and actual spending.
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Planned vs. Actual Deviation (%) – The percentage difference to help assess variance at a glance.
These figures are shown in rows under a section titled Personnel Costs, allowing you to easily track patterns or discrepancies in your spending.
➕ How do you add a new expense row?
To add a new row for tracking actual personnel expenses:
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Refresh the Page
Simply reload the Actuals tab. Upon refreshing, a new row will appear automatically. -
Locate the “New Expense” Row
The new row will be labeled “New Expense” and will be placed at the bottom of the existing list. -
Rename the Row
Click into the row label to rename it based on the nature of the expense (e.g., “Marketing Contractor” or “Annual Bonus”).
⚠️ How do you remove an expense row—and what should you know?
You can remove any added expense row by clicking the “X” icon at the end of the row. However, use this feature with caution:
🚫 Deleting an expense row is permanent and cannot be undone.
Once a row is deleted, all associated data is lost and cannot be recovered.
This action is best reserved for rows added in error or unused placeholders.