Budget Analysis Report

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The Budget Analysis Report is accessed from the Reports Window, Project Management folder.  This report is designed to compare the estimated and actual price of each Item to the budget amount.


bud analysis


This report uses the budget amount that can be entered on each Item using the field located on the Item Window - Pricing Information Tab.  The report shows the estimated price (Proposal price), the actual price (price invoiced to the client), the budget amount, and a variance for each.


The Budget Analysis report compares the Budget entered on the Item Window - Pricing Detail Tab against the Estimated and Actual Prices of the Item.  Budgets for a particular Project can be grouped either by Sales Category or Location to determine if the Project is within the allocated limit requested by the Client.