Sample Resource Management project budget status report

Applies to

Resource Management

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Reports allow you to gain insights on forecasting needs, project budgets and an understanding of 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

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