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Budget v Actual/Planned

This report provides a comparison of the budgeted hours or values versus either:

 

You can generate the report for a selection of clients.

  1. To open the report setup screen, open the Reports view in the left-hand pane.
  2. Click Project in the left-hand pane.
  3. Click Budget vs Actual/Planned in the left-hand pane.

  4. The report setup window opens in the main desktop. Specify the relevant report options (see below).

    Select Actual Time & Expenses or Planned Time, as appropriate.

  5. Click Submit to generate the report.

Report Options

Option Description
From/To The span of time the report will cover.
Include...

Select one of these radio buttons to specify whether budgeted hours will be compared to:

  • Actual time spent on project(s).
  • Planned time spent on project(s).
  • A breakdown of budgeted time and expenses versus actual versus planned.
Details to Show: Employees per position Select this checkbox if you want the report to include the number of employees with budgeted hours in each position.
Details to Show: Values

Select this checkbox to break down the report by value as well as by hours (or days).

This option is available only if you have been granted the Show Charge-Out Value of Time permission in your user profile.
Details to Show: Time in days Select this checkbox to break down the report by days rather than by hours. For example, one and a half days is shown as 1.5.
Details to Show: Include Our Costs This checkbox enables you to include employee cost values in the report.
Details to Show: Include Budget / Var Hours This checkbox enables you to include budgeted hours in the report.
Report Filters tab: Client This panel enables you to include specific clients in the report.
Report Filters tab: Employee This panel enables you to include specific employees in the report.
Grouping tab: Project Analysis Grouping This panel enables you to use project analysis groupings to specify which projects will be included in the report.

Report Columns

Column Description
Position The report breaks down hours by position.
Activity/Expense This column lists the activities and expenses associated with the relevant position in the relevant project.
[Project Name] This column identifies the project associated with the relevant list of activities and expenses.
Bud

This column shows the budgeted hours or value associated with each activity and expense.

It also provides relevant sub-totals.
Act /Plan This column shows either the actual hours or value associated with each activity and expense, or the planned hours or value associated with each one (depending on whether the Show Value report option is selected).
Var

This column shows the hours or value derived by one of the following calculations (depending on whether the Show Value report option is selected):

  • Var = Actual - Budgeted
  • Var = Planned - Budgeted
Active Budget This column indicates whether the relevant budget is active.

 

See also

Project Reports

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