Project budget analysis [in-depth guide]
Menu>Everyone>Report Center>Project Financial Reports>
The project budget analysis report provides the ability to compare budget vs actuals for multiple projects. Many of the columns will also provide a drill-down view to the transaction details. Though designed to give an overall comparison against all time of the project, selecting a date range will provide information regarding transactions within the selected range.
How it works
All transactions are selected based on the transaction date, not the posting date and include approved and unapproved transactions. If the report takes too long to run, select search criteria on the Run Report filter options panel to limit the number of projects being processed.
Select the appropriate filters and click Run Report
NOTE: Transaction Date Range: If anything other than "ALL" is selected, the results will be limited to the specific range. As budget numbers are at the project level, these fields will always show entire/total budget values.
The grouping and columns of the results can be determined by using Modify
Results- drill down
Click on column values to view the transactions that make up the values. NOTE: if a column value is an aggregate number, ie. total cost net, there will be no drill down.
Editing Drill Down Columns
From the drill down screen, click on ...more > System settings to edit the visible column and column order
The Project Budget Analysis allows the report to email predefined search results.
- Select the appropriate search options
- Run Report
- Close the results panel
- click ...more>New Schedule