The Budget Report provides a centralized view for visualizing and monitoring the budgets of all Projects across the organization, enabling comprehensive tracking of financial allocation and usage at a glance.
Budgets can be reviewed by Project or Member, depending on the selected tab. The display can be customized using the following options:
Projects: Click the Project count link in the top left to select which Projects to include in the view.
Display Options: Choose between Bill Rate or Cost Rate. Note: Cost Rate is only visible to Admins.
View Modes: Toggle between viewing Spent + Planned or only Remaining time.
Blank: Hide Projects that do not have any time recorded or planned by enabling this option.
Save View: Click the floppy disk icon to save the current filter and display settings.
Hours vs. Currency: Switch between displaying time in Hours or budget in Currency, depending on reporting needs.
Next to the Report title, the number of filtered Projects is displayed alongside the total count.
Use the caret on the left of a project's title to see the time broken down by phase and then by member
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.
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!
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.
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.
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 be consolidated into a single row labeled "Private Projects" with the total count displayed. Bar and number will not be shown for this row.
