The Budget Summary report provides an overview of a job’s budget, actual costs, projected costs, and scheduled work. View data by Budget Group or use the All rollup for an overall job summary.
Link to understanding the Budget Summary differences between Jobsite Projections and Labor Forecasts: Summary
Link to more info about Jobsite>Projections: Jobsite>Projections
General Information
Budget & Actuals
Projected Values
Future Work
Summary Metrics
Budget: Original plan
Actual: Costs and hours posted to date
Projected: Expected final costs and hours
Scheduled: Planned future work
Summary Visualizations
Budget Summary Donut
Displays projected, actual, and future forecasted hours and costs, along with the Blended Rate.
Labor Forecasts: Based on the selected Beginning and End Dates.
Jobsite Projections: Based on the Beginning Date.
The projection End Date cannot be earlier than the forecast date.
A warning appears if the selected date range excludes report data.
Labor Headcount Histogram
Displays filled headcount by labor type over the selected time period.
Choose a Daily, Weekly, or Monthly interval. Hover over the chart to view the date and headcount for each point.
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