Budget Simulator — Pro
Personnel & FTE
Add roles, set salary, % effort or hours/week, months, and fringe.
| Role/Title | Salary (annual) | % Effort | or Hours/Wk | Months | Fringe % | Cost |
|---|
Tip: Leave “% Effort” blank and use Hours/Wk if that’s easier. Months pro-rates.
Participants & Incentives
Model stipends/incentives: count × rate × sessions/visits. Add cohorts as needed.
| Cohort Label | Participants | Rate (per visit) | Visits | Admin % | Cost |
|---|
Admin % adds handling/processing (e.g., 5–10%).
Non-Personnel (Direct Costs)
Drag items from the palette or add your own. Quantities × unit × months (pro-rated).
💻 Laptop @ $1,700
🧩 Software @ $1,200
✈️ Travel @ $900
📦 Supplies @ $500
👤 Consultant @ $1,500
| Category | Description | Qty | Unit Cost | Months | Direct Cost | What-If |
|---|
Drag pills onto the table to auto-create a row.
Budget Optimizer
Set a cap in the header. If you’re over cap, this suggests quantity reductions starting with the least essential.
Summary
Use Client Diary
Use Client Voice File
Use Policy Board
Tip: leave “Override” blank to let the Orchestrator hand off to the right specialist bot automatically.
Use Client Diary
Use Client Voice File
Use Policy Board
The Orchestrator will read permitted sources first (based on toggles), then plan, then answer.
Also save answer into this board
Tab (sheet):
entry_type:
