Project Budget To Actual
The Project Budget to Actual report shows budget versus actual project and workstep hours and amounts. This report also shows the variance between actual and budget hours and amounts.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Reports in Foundation that are Comparable
In Practice Management, the comparable report is Client Budget to Actual. In Practice Advantage, the comparable report is Project/Task Budget.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Show Hours |
Yes/No |
Includes or excludes the Actual Hours, Budget Hours, and Variance Hours. |
Show Amounts |
Yes/No |
Includes or excludes the Actual Amount, Budget Amount, and Variance Amount. |
Show Workstep |
Yes/No |
Includes or excludes the workstep information. |
Include Deleted Clients |
Yes/No |
Includes or excludes deleted client information. |
Default Filters | ||
---|---|---|
There are no default filters for this report. |
Optional Filters | ||
---|---|---|
Available Fields | ||
Accountant |
Client Name |
Project Name |
Actual Amount ( Project) |
Client Office |
Project Office |
Actual Amount (Workstep) |
Client Region |
Project On Hold |
Actual Hours (Project) |
Client Sub ID |
Project On Hold as of Date |
Actual Hours (Workstep) |
Client Type |
Project Original Due Date |
Amount Variance (Project) |
Hours Variance (Project) |
Project Original Planned Finish |
Amount Variance (Workstep) |
Hours Variance (Workstep) | Primary Partner |
Bill Manager |
Manager |
Project Planned finish |
Budget Amount (Project) |
Project Actual Finish |
Project Planned Start |
Budget Amount (Workstep) |
Project Actual Start |
Project Region |
Budget Hours (Project) |
Project Business Unit |
Project Status |
Budget Hours (Workstep) |
Project Extension 1 Date |
Project Team |
Client Bill Manager |
Project Extension 2 Date |
Project Template |
Client Business Unit |
Project File Holder |
Project Type |
Client ID |
Project Frequency |
Works from the Pool |
Client ID.Sub ID |
Project ID |
Grouping | ||
---|---|---|
Available Fields | ||
Business Code |
Client Region | Project ID |
Client- Principal |
Client Sub ID |
Project Name |
Client Bill Manager |
Client Type |
Project Office |
Client Business Unit |
Line of Business |
Project Region |
Client ID |
Manager |
Project Status |
Client ID.Sub ID |
Primary Partner |
Project Team |
Client Name |
Project Business Unit |
Project Template |
Client Office |
Project Fileholder |
Project Type |
Client Primary Service Type |
Project Frequency |
Sort Name |
Sorting | ||
---|---|---|
Available Fields | ||
Actual Amount (Project) |
Budget Amount (Project) |
Hours Variance (Workstep) |
Actual Amount (Workstep) |
Budget Amount (Workstep) |
Project ID |
Actual Hours (Project) |
Budget Hours (Project) |
Project Name |
Actual Hours (Workstep) |
Budget Hours (Workstep) |
Workstep ID |
Amount Variance (Project) |
Client ID.Sub ID |
Workstep Name |
Amount Variance (Workstep) | Hours Variance (Project) |
Workstep Order |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
Report Fields | |
---|---|
Field | Description |
Client |
The client name and client ID sub ID of the client associated with the project. |
Project |
The project name and project ID of the project assigned to the client. |
Workstep |
The workstep name and workstep ID of the project. |
Actual Hours |
The number of hours that were actually worked on the project or workstep. |
Budget Hours |
The number of hours that were budgeted for the project or workstep. |
Hours Variance |
The budgeted hours minus the actual hours. |
Actual Amount |
The amount actually spent on the project or workstep. |
Budget Amount | The budgeted amount for the project or workstep. |
Amount Variance | The budgeted amount minus the actual amount. |
Project Budget to Actual Sample Report