Budget Tracking Report

Visually track and monitor every project budget in a simple, clear report, and drill down into the details.

Click to View Video Tutorial

The budget report allows you to visualize and monitor the budget of all projects across your organization.

The budgets can be viewed by Member or Project.

  • Projects In the top left select the projects you would like to view

  • Display (ie. cost rate, bill rate) cost rate will only be available for admins

  • View (ie. spent + planned, remaining)

  • Blank allows you to hide projects that do not have any time showing yet

  • Floppy Disk allows you to save your current view

  • You can choose between the Hours or Currency view.

  • Use the caret on the left of a project's title to see the time broken down by phase and then by member

View and Modify Project Details

Click on the three dots of a Project. You can go to the Project in a new tab, view Project budget, edit Project information, set Project color, manage Project members and edit Phases in this Project.

View Filter

You can also filter your project list down by people, phases, projects or billable depends on the view.

  • Click filter, then select the filter(s) you would like to use.

  • Your filters will populate to the right of the filter button.

  • Click on them to select the specific phase, person or billable option you'd like to use.

  • Projects will then populate to see only projects that meet your filtering requirements.

  • The filter that is applied will show as purple.

    Filtering of the members and projects is completed for ALL REPORTS, and making it easy to  drill down on the data you need. In the coming months you will even be able to save multiple filter settings to access various filter settings instantly!

View and Modify Project Details

Click on the three dots of a Project to:

  • Go To Project: Open the Project in a new tab

  • View Project Budget: Open Project Budget Space

  • Edit Project Info: Open Project Info Modal

  • Set Project Color: Change the color of the Project

  • Manage Members: Change Member Project permission, add or remove Members

  • Edit Phases: Edit Phases information and dates.

Member View

  • Click on "Members" if you would like to view this report by member rather than by project

Select the members you want to view

  • Click All Members to group Members by Departments, Disciplines, Offices, Portfolios, Roles, Regions, Skills

  • You can filter your members list by clicking on the Filter button in the top left

  • Note: The Role filter considers only the member's Default Role, which are listed on Org settings > Members > All Members tab. For example, if a member has "Editor" as their default role and "Viewer" as a non-default role, the role filter will only show them if "Editor" is selected in the filter options.

Private Projects

Budget Managers with the following permissions:

  • Budget Manager > Can Edit > Projects they are a Member of

  • Budget Manager > Can Edit > Projects they are a Project Manager

can only view Projects they have access to (either as a Member or as a Project Manager).

Projects without access permissions will appear as "Private Project" and will not display a bar.

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