Project Budget Status Example Report

Article applies to 10,000ft by Smartsheet

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

Project phase status report

Project-specific reports can be accessed via a quick report link from below the Status on the Project Page.

Client Budget Status

  • View: Budget: Amounts

  • Time Frame: This Year

  • First Group By: Client

  • Then Group By: Project

  • Show: Client: Fulcrum

Budget status for specific client

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

Project expense report

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

Project budget status report

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