Projection Budget Group Forecast – Field Definitions

This report provides a summary of budget, actuals, projections, and future scheduled work grouped by Budget Group (or rolled up to “All”).

It combines:

• Job Budget (baseline + actuals)
• Projection (if inside a projection)
• Future scheduled work (forecast)

General Fields

Tenant ID
System identifier for your organization. Used internally to separate data between companies.

Jobsite ID
The job or project this data belongs to. All values in the row are specific to this job.

Projection Header ID
Identifies the projection being viewed:

• Blank / NULL: Outside a projection (Job Budget view)
• Populated: Inside a projection (Projection values used)

Budget Group ID
The grouping of budgets (e.g., Labor, Equipment, Concrete):

• -1: Represents “All” (rollup of all groups)

Budget Group Description
The name of the budget group.

• Blank when showing the “All” rollup row

Budget & Actuals

Budget Amount
The original planned cost for the job.
Think: “What we planned to spend.”

Budgeted Hours
The original planned labor hours.
Think: “How many hours we planned.”

Actual Amount
Real costs posted to the job.
Think: “What we’ve spent so far.”

Actual Hours
Real labor hours posted to the job.
Think: “Actual work completed so far.”

Projection Values

Projected Cost
Expected total cost at completion:

• Outside projection: Uses Job Budget (Projected Amount or Budget fallback)
• Inside projection: Uses Projection values
  Think: “Where we believe cost will land.”

Projected Hours
Expected total hours at completion:

• Outside projection: Uses Job Budget (Projected Hours or Budget fallback)
• Inside projection: Uses Projection values
  Think: “Where we believe hours will land.”

Forecast (Future Work)

Scheduled Hours
Total future scheduled hours from today forward.
Think: “Work planned but not yet done.”

Known Rate Hours
Scheduled hours that have a known rate.
Think: “Hours we can confidently price.”

Known Rate Forecast Cost
Estimated cost for scheduled work where a rate exists.
Formula: Scheduled Hours × Rate
Think: “Future cost we already understand.”

How to Read This Report

Important Notes

• Budget values always represent the original plan and are never overridden
• Projection values only apply when inside a projection
• Forecast values only include future work (today forward)
• If no Budget Groups exist, all values are rolled into “All”