Budget Analysis (Project Level) Report

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The Budget Analysis (Project Level) Report is accessed from the Reports Window, Project Management folder.  Budgets can be configured for a Project for particular Sales Categories and/or Locations as described in Project Budgets, Overriding Project Defaults, and the Company Information Budget Tab.  The Budget Analysis (Project Level) Report is designed to compared these Budgets against the Estimated and Actual Prices currently recorded for the Location or Sales Category.

 

budg analysis project report window

 

Ranges for Clients, Projects, Sales Categories, and Locations are available to narrow the scope of the Budget Analysis Report.  The Format Selection determines the versus of the Budget Analysis Report that will be displayed and has the following options:

 

Sales Category Summary:  The Budget, Estimated, and Actual Prices for the Component Type totals of each Sales Category used within the Project will be displayed without listing each individual Item.
Location Summary:  The Budget, Estimated, and Actual Prices for the Component Type totals of each Location used within the Project will be displayed without listing each individual Item.
Sales Category Detail:  The Budget, Estimated, and Actual Prices for the Component Type totals of each Sales Category used within the Project will be displayed along with each individual Item within the given Sales Category.
Location Detail:  The Budget, Estimated, and Actual Prices for the Component Type totals of each  Location used within the Project will be displayed along with each individual Item within the given Location.

 

All versions of the report have columns for either Sales Category or Location, Component Type, Budget Amount, Estimate Price and Variance, and Actual Price and Variance.  The Variance is defined as the Estimate or Actual Price less the Budget.  Therefore, a negative Variance indicates that the particular Component Type is under Budget for the Sales Category or Location.  A positive Variance, which will be displayed in red, indicates that the Component Type is currently over Budget.  All Sales Categories or Locations that have a Budget defined in the Project will be listed first followed by all Sales Categories or Locations that do not have a defined Budget.

 

Options to suppress the graphic representations of the Budget Distribution, Current Estimate Distribution, and Current Actual Distribution and to show the full Item Description on the Detail versions are also available.