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Budget Report

Last modified: October 18, 2022
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AccountSight has a very rich and powerful reporting tool along with the time and billing software. It gives an array of options for the users to slice and dice data for analysis and present reports for time, expenses and invoices separately. These reporting features make AccountSight a unique employee time management software.

Gives a quick snapshot summary of the Project, Project – task, or Project – resources based budgets and actual amounts and percentages spent in dollars (or currency of choice) and hours.

1. Summary: Gives quick snapshot summary of the project, project – task or project – resources based budgets and actual amounts and percentage spent in dollars(or currency of choice) and/or  hours.

Follow the steps below for Budget Report:

1] Login to AccountSight account as Admin. You can also login as a Project Manager. Admin has access to the whole database whereas Project Manager has access only to his project database.

2] Go to Reports tab.

3] Within Reports, go to the Budget Report

4] Choose the filters as per your requirement.

5] Click on Search. The consolidated list will be displayed below.

6] Once you have your desired list of entries, you can transfer the data into files. Click on Export to get the data in an Excel file.

7] Click on Get PDF to get the data in a pdf file.

8] Click on Print to get a printout of the datasheet.

2. Detail: Detailed budget report by Project task and project person – Breakdown by budgeted hours vs actual hours.

Related Pages:

Reporting Overview
Time Reporting
Expense Reporting
Invoice Reporting
Attendance Report
Resource Allocation
Utilization Report
Cost Report
Resource Report
Profitability Report
Resource Management Planning Report

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