Get Started with Project Budgets

Project Budget Reports

  

Now that you’re using Project Budgets, you can use a default report to see the hours and fees allocated compared to the project’s budget. It’s organized by staffer and grouped by allocation period (ie, month).

This article will show you how to access and use this report.

Click Reports...Report Center from your navigation bar.

Select Project Budget Status toward the end of your window, under Allocation Reports.

Click Edit Report Settings at the top to filter the report by date range.

A new window will pop up where you can enter dates, in order to generate a report for a specific date range. Then, click Run Report.

There are three major sections in this report. Here’s what you need to know about each section.

Hours Allocated vs Input - See the hours allocated for each staffer compared to their input hours.

Fees Allocated vs Input - See the fees allocated for each staffer compared to input fees.

Project Budget Status - See an overall status of the Project Budget. 

Notice the Project Budget that’s set for this period, total input feed, and the remaining amount. Keep in mind that this status is for the overall project, not a staffer status. This explains the blank rows next to staffer names in the Project Budget Status column.

Where to Go from Here:

Use Project Budgets

Assign Work to Staff

 

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