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.
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 approved estimate. |
| Change Order $ | The approved change orders. |
| Total $ | The total of all approved estimates and change orders. |
| Actual COGS $ | What has been spent on the project so far. |
| Actual COGS % | Actual COGS $ divided by Total $. It shows how much of the budget you have used. |
| Remaining $ | (Estimate + Change Order) minus Actual COGS $. If the result is less than zero, it shows zero, because you have no budget left. |
| Variance $ | Remaining $ minus (Estimate + Change Order minus Actual COGS $). A positive number means you are over budget. A negative number means you are 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. A red down arrow means it went down. |
For costs by COG (labor, materials and trade), see View Job Costing Across All Projects.
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