This report provides insight into the spending of hours and costs on budgeted services and how that relates to the budgets and the agreed prices. This lets you quickly see where the budget is being exceeded and whether invoicing covers spending — broken down by invoice method.
The Costs spent column shows the selling price of costs, because this report compares spending with invoiced revenue (which is also shown in selling price).
In the projects module, costs are sometimes shown at purchase price; those values cannot be compared one-to-one with this report.
Report structure
At the top is the filter bar; below that the Remaining budget per project manager chart and the Detail view (the table). Use the Invoice method filter to focus the report on fixed price, time and expenses, or subscription services.
Remaining budget per project manager
Places the remaining budget for each project manager side by side. This lets you see where there is still room and where the budget has already been exceeded.
Detail view
The table shows the budgets, spending, and invoiced revenue per project and service. Sort by Remaining budget or Invoiced vs. total spent to quickly surface overruns and lagging invoicing. Use Columns to choose which columns are visible and Export to download the data.
Table columns
KPIs
KPI | Explanation |
Hours budget (value) | The total hours budget of the services, in value. |
Hours spent (value) | The selling price of the hours spent (including corrections). |
Costs selling budget | The costs budget of the services, in selling price. |
Costs spent | The selling price of the costs spent. |
Remaining budget | The difference between the total budget (hours + costs) and spending (hours + costs). A useful column to sort on. |
Invoiced | The invoiced revenue. |
Invoiced vs. total spent | The difference between the invoiced revenue and spending (hours + costs). |
Fixed price | The agreed fixed price of the service. |
Fixed price vs. total spent | The difference between the fixed price and spending (hours + costs). |
Total spent vs. fixed price (percentage) | The ratio between spending (hours + costs) and the fixed price. |
Dimensions
Relation
Project
Project number
Service
Filters
Use Add filter to add filters; use Reset filters to reset everything.
Dimensions
Project start date
Project end date
Invoice method
My company
Project status
Project
Project manager
Default service
Relation