Budget Report

Budget Report

• Budget Report is based on Project’s budget type & value.
• Tasks Finish Date is the maximum finish date of task in the related project.
• Detail Budget report can be displayed based on Task Type / Users, for all budget types except total project hours & total project amount.
• In Budget Detail report, actual hours will be a link pointing to Invoice Detail report with the applied filters like Date / Client / Project / Task Type or User.

Filters

• For administrator all clients and their projects budget are displayed.
• You can select the options in the text box to filter particular clients and projects.
• Project manager + finance can view the project budget they assigned.
• Project manager can able to view the projects they assigned where the project is budgeted with hours only.

Columns

• You have list of columns like Project, Client, Budget, Actual, % of Budget and Tasks Finish Date.

Export Report Data

• You can export the summary or detailed report results to PDF, Excel and CSV format.
• Each report can be exported to the date range selected in the date picker.