Budget Reports

Budget reports present reporting with time-phased information. Time-phased data is important for budget forecasting as well as gathering other valuable information which may not be directly associated with budget objectives. For example, the same budget information which helps to forecast the cost of your resources can also be tailored to help resource managers determine their workload requirements.

Each budget report can be built on its own by selecting each category's button. Below that, "My Saved" are the reports you have created, and "Shared" are the reports others have shared with you. Mouse over each report type to see your options for each report. You have the option to download, edit, or delete each Saved report and download or hide your Shared Reports.

Budget reports are the following categories:

  • Portfolio Allocation Reports are similar to resource allocation reports, but differ primarily by providing more data roll-up capabilities, such as resource type/role and company roll-up reporting.
  • Project Snapshot Reports> are similar to project reports, but differ because many of the data values can be presented as time-phased totals as opposed to totals for the entire duration of the projects.
  • Portfolio Allocation Summary Reports are 
  • Task Snapshot Reports are similar to task reports, but differ because many of the data values can be presented as time-phased totals as opposed to totals for the entire duration of the tasks.
Online 10/21/2016