The job budget report allows you to compare the billable value of job to its budget.
WHAT INFORMATION CAN YOU GET OUT OF THIS REPORT?
See a specific job within a selected month(s).
The reports show all users that worked on this job along with their billing rates, job titles, and departments.
The budget report shows each department’s total billing amount and the % of the budget it used up.
- See the total budget and % of budget at the bottom of the report.
WHAT SETUP IS NEEDED FOR THIS REPORT TO WORK EFFECTIVELY
The following users are involved in the data that populates this report:
HOW TO ACCESS AND USE THIS REPORT
Filter the search as required
Results can be exported as a CSV file, Excel file or a PDF at the bottom of the report.
Note that the job name, dates and billing status used below is just an example
Shows the data below and the export icon at the bottom of the data
HOW TO MAINTAIN THIS REPORT