Project Budget To Actual

The Project Budget to Actual report shows budget versus actual project and workstep hours and amounts. This report also shows the variance between actual and budget hours and amounts.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

  • Security group profile > Functional rights > Reports > Shared Library > Shared Views
  • Security group profile > Functional rights > Reports > Firm Library > Custom
  • Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
  • Security group profile > Functional rights > Reports > Firm Library > <report name>
  • Security group profile > Functional rights > Administration Manager > Client Manager > Client profile

Reports in Foundation that are Comparable

In Practice Management, the comparable report is Client Budget to Actual. In Practice Advantage, the comparable report is Project/Task Budget.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option Setting Description

Show Hours

Yes/No

Includes or excludes the Actual Hours, Budget Hours, and Variance Hours.

Show Amounts

Yes/No

Includes or excludes the Actual Amount, Budget Amount, and Variance Amount.

Show Workstep

Yes/No

Includes or excludes the workstep information.

Include Deleted Clients

Yes/No

Includes or excludes deleted client information.
Default Filters
There are no default filters for this report.
Optional Filters
Available Fields

Accountant

Client Name

Project Name
Actual Amount ( Project)

Client Office

Project Office

Actual Amount (Workstep)

Client Region

Project On Hold

Actual Hours (Project)

Client Sub ID

Project On Hold as of Date

Actual Hours (Workstep)

Client Type

Project Original Due Date

Amount Variance (Project)

 Hours Variance (Project)

Project Original Planned Finish

Amount Variance (Workstep)

 Hours Variance (Workstep) Primary Partner
Bill Manager

Manager

Project Planned finish

Budget Amount (Project)

Project Actual Finish

Project Planned Start

Budget Amount (Workstep)

Project Actual Start

Project Region

Budget Hours (Project)

 Project Business Unit

Project Status

Budget Hours (Workstep)

Project Extension 1 Date

Project Team
Client Bill Manager

Project Extension 2 Date

Project Template

Client Business Unit

Project File Holder

Project Type

Client ID

Project Frequency

 Works from the Pool

Client ID.Sub ID

Project ID

  

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Grouping
Available Fields

Business Code

 Client Region Project ID

Client- Principal

Client Sub ID

Project Name

Client Bill Manager

Client Type

Project Office

Client Business Unit

Line of Business

Project Region

Client ID

Manager

Project Status

Client ID.Sub ID

Primary Partner

Project Team

Client Name

Project Business Unit

Project Template

Client Office

Project Fileholder

Project Type

Client Primary Service Type

Project Frequency

Sort Name

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Sorting
Available Fields

Actual Amount (Project)

Budget Amount (Project)

Hours Variance (Workstep)

Actual Amount (Workstep)

Budget Amount (Workstep)

Project ID

Actual Hours (Project)

Budget Hours (Project)

Project Name

Actual Hours (Workstep)

Budget Hours (Workstep)

Workstep ID

Amount Variance (Project)

Client ID.Sub ID

Workstep Name
Amount Variance (Workstep) Hours Variance (Project)

Workstep Order

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field Description

Client

 The client name and client ID sub ID of the client associated with the project.

Project

The project name and project ID of the project assigned to the client.

Workstep

The workstep name and workstep ID of the project.

Actual Hours

The number of hours that were actually worked on the project or workstep.

Budget Hours

The number of hours that were budgeted for the project or workstep.

Hours Variance

The budgeted hours minus the actual hours.

Actual Amount

The amount actually spent on the project or workstep.
Budget Amount The budgeted amount for the project or workstep.
Amount Variance The budgeted amount minus the actual amount.

Project Budget to Actual Sample Report