Budget follow-up

Introduction

This report provides an overview of the budget and progress of your projects.

Description

This report shows all the projects that hold information on contract value, budgets and remaining value/hours. It is useful for status meetings, project follow-ups and general reporting.

This report is especially useful for:

  • Assessing contract value and budgets (hours/amounts) for all selected projects
  • Calculating work in progress
  • Monitoring budget progress on fixed-price projects in hours/amounts
  • Assessing which projects have exceeded the budget

Report view

  • Under View, select the desired time period.
  • Under View options, you can select:
    • show working hours as time or value
    • show travels/outlays with working hours
    • show internal projects and projects without time registrations during the period
    • show negative remaining budget values, or whether to simply show “0”.

Special remarks

The report lets you click links and view e.g. registration overviews or go directly to a project.

Last updated 12 May 2020