View Budgets Across All Projects
The Budgets page in the left sidebar shows the budget for all of your projects in one table, so you don't have to open each project.
Here are the steps to follow:
Open Budgets
Click Budgets in the left sidebar. Under Group by, Project shows one row per project.
Filter the table
Use Select Project, the status filter, Select Contract Type, Select Project Type and Date Range to narrow the list. The status filter starts on Active. You can pick more than one option in most of these filters. Picking a project clears the other filters, so that project always shows. Date Range only limits expenses. Approved estimates and change orders always count in full.
Group by Cost Code
Click Cost Code to see one row per cost group, added up across the projects you filtered to. As an example, the Framing row shows framing for every project in the table.
Open a project's budget
In the Project view, click a project name to open that project's Budget tab.
What the columns show
In the Project view, each row is one project. The bottom row adds up every row in the table. Click the picture to see it full size.
| Column | What it shows |
|---|---|
| Project | The project name. Click it to open that project's Budget tab. |
| Original Estimate $ | The cost of the approved estimate (Client Approved or Manually Approved), before markup and tax. |
| Change Order $ | The cost of the approved change orders, before markup and tax. |
| Total $ | The total of all approved estimates and change orders. |
| Actual COGS $ | What has been spent on the project so far, at cost (plus PST when it is on), without markup. On Cost Plus projects, unbillable expenses are not counted. |
| Actual COGS % | Actual COGS $ divided by Total $. It shows how much of the budget you have used. On Cost Plus projects, in the Project view and the bottom row, it divides by Total $ plus Variance $ instead. As an example, a Cost Plus project with Total $10,000.00 and Actual COGS $12,000.00 has Variance $2,000.00, so Actual COGS % shows 100.00%, not 120.00%. |
| Remaining $ | (Estimate + Change Order) minus Actual COGS $. If the result is less than zero, it shows zero, because you have no budget left. If the cost group is marked complete on the project's Budget tab, Remaining $ is zero. |
| Variance $ | Remaining $ minus (Estimate + Change Order minus Actual COGS $). A positive number means you are over budget. A negative number means a cost group was marked complete under budget. Zero means there is budget left, but it is too early to tell if you will be over or under. |
| Gross Profit $ | The gross profit on the project, in dollars. |
| Gross Profit % | The gross profit as a percent. |
| Change In GPM % | How much the gross profit margin (GPM) has changed from the margin you planned on the estimate and change orders. A green up arrow means it is better than planned. A red down arrow means it is worse. Variance $ works the other way: a red up arrow means over budget. |
For costs by COG (labor, materials and trade), see View Job Costing Across All Projects.
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