Applies to
Resource Management
Capabilities
Who can use this capability
Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, Portfolio Viewers, and Project Editors can see budget reports.
Sample Resource Management project budget status report
Reports allow you to gain insights into forecasting needs, project budgets, and who is working on what and when.
Here are some examples of reports you can create in your account:
Project budget status by phase
- View: Time & Fees: Amounts
- Time Frame: Custom Date Range
- First Group By: Project
- Then Group By: Phase Name
- Show: Project: Project Name / Client: Project Client
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Project-specific reports can be filtered via status using the project status filter.
Client budget status
- View: Budget: Amounts
- Time Frame: This Year
- First Group By: Client
- Then Group By: Project
- Show: Client: Fulcrum
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Project expense budget
- View: Expenses
- Time Frame: Custom Date Range
- First Group By: Project
- Then Group By: Team Member
- Show: Project: Project Name / Client: Project Client
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Project status
- View: Budget: Amounts
- Time Frame: Custom Date Range
- First Group By: Project
- Then Group By: Team Member
- Show: Project: Project Name / Client: Project Client
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