Budgets in reports
Admins can find and add budget columns to their reports to see the project budgets, budget period, what was spent and what remains. A nice addition is to be able to see the budget spent and remained not just as a bare number, but also in percentage.
Reports with budgets are available for Admins only. It means that Members and Supervisors don’t see any budget columns when building a report, even if they were granted access to project budgets.
We have also skipped the grouping of budgets by periods. For now, each overall budget will show up in a separate group.
You can also apply conditional formatting here but for Budget Spent (%) and Budget Remained (%) columns only.
What else you should know
- We don't sum up budget totals in reports since the budget value may be expressed in money and hours in the same column.
- We don't show client budgets in reports (for now).