This screen shows you the current projects budget, which is made up of all approved estimates. This allows for visibility of budget and actuals, all the way down to the Task and Item level.
- Approved Estimates are what populate the Budget until actual transactions are entered against the project.
- While the budget screen includes Open Orders Gross Unbilled, the Dashboard does not.
You can view the budget By Item, By Type, By Task, or By Person. Each have a unique view of looking at the budget.
You can also Customize the Columns and Print the budget.
To view the budget for ALL projects with the same amount of detail and some customization options, go to the Project Budget Analysis report.
Invoice/Estimate Layouts (Classic)