Budget Reports
Monitor budget consumption across all your projects in one view.
Overview
The Budget Report gives you a snapshot of every project with a configured budget, showing how much has been spent and how much remains.
Report Columns
For each budgeted project, you’ll see:
| Column | Description |
|---|---|
| Project | Project name and client |
| Budget Type | Hours, Fees, Per-Task, or Per-Person |
| Total Budget | The configured budget amount |
| Spent | How much has been consumed |
| Remaining | Budget minus spent |
| % Used | Visual progress indicator |
| Monthly | Whether the budget resets monthly |
| Status | On track or Over budget |
Interpreting the Report
- Green/On Track — Budget consumption is within acceptable limits.
- Yellow/Warning — Approaching the notification threshold (default 80%).
- Red/Over Budget — Spending has exceeded the budget.
Filtering
- Date range — For monthly budgets, filter to a specific month to see that period’s consumption.
- Client — See budgets for a specific client’s projects.
- Project — Drill into a specific project.
- Status — Show only over-budget or on-track projects.
Using the Budget Report
Common use cases:
- Weekly check-in — Review all active budgets to catch potential overruns early.
- Client meetings — Show clients how their budget is being consumed.
- Resource planning — Identify projects nearing capacity that may need additional budget or scope reduction.
- Month-end review — For monthly budgets, review consumption before the reset.