Budget analysis report helps you to get a total project budget calculation that includes the cost of tasks based on their duration and the type of the working unit: labor, material, or fixed costs needed to complete the project over the defined time.
This is useful to assess what it takes to complete a project, control the budget, and take action if something goes wrong. Besides, you can always share it with stakeholders and clients.
The Budget analysis report tab indicates the total time spent on tasks, total costs, and total actual costs for the given project 1 (by default) and also contains:
- Project name with task directory
- Task name and task details available when you hover over the info icon
- Assignees name (including virtual resources)
- Logged time
- Actual cost
Data can be grouped 3 by project (comes in handy if you work with several projects), and(or) by time (shows you the most lengthy tasks first), as well as sorted out 4 in ascending and descending order.
To single out particular data for the report, you can configure and save Filters 5, and apply them while creating a report. It is possible filter by:
- task name
- date range
Note that your latest Filter parameters will be applied by default to the next report. Make sure to reset or change them if you do not need the same filters from the previous report.
It is also possible to export a Budget analysis report 6 as an Excel document. Read here how to do this.