Project estimate budget report
Overview
The Project Estimate Budget Report provides a financial overview of a project’s estimated labor and expenses. It allows users to analyze budget distribution across labor categories, tasks, and expense groups, including VAT calculations and quantity summaries.
Report location
Path: ''Reporting → Project Estimate Budget Report''
Filters
General options
| Filter | Description |
|---|---|
| Projects | Select the project for which the report will be generated. (Mandatory) |
| Split columns by | Defines how the report data is split into columns. Options: |
- Job phases
- Subprojects
- Nothing | | Tax | Applies VAT (or equivalent tax) to the totals displayed at the bottom of the report. |
Labor options
| Filter | Description |
|---|---|
| Group by | Defines how labor data will be grouped. Options: |
- Tasks
- Labor categories | | For labor details use | Determines the level of detail shown for labor lines. Options:
- Amounts only
- Amounts + Total hours
- Hours | | Exclude tasks with price = 0 | When enabled, excludes any tasks that have zero cost from the report. |
Expenses options
| Filter | Description |
|---|---|
| Group by | Defines how expense items are grouped. Options: |
- Expense category
- Product type
- Do not group | | Display ‘Quantity’ column | When enabled, adds a column displaying the quantity of each expense item. |
Report output
The generated report displays two main sections: Labor categories and Expenses, followed by subtotals and grand totals.
Layout description
| Section | Details |
|---|---|
| Labor categories | Lists all estimated labor by selected grouping (e.g., task or labor category), including rate and total amount. |
| Expenses | Displays all project expenses grouped as defined in the filters. If “Display Quantity” is enabled, the quantity column appears. |
| Subtotals and Totals | Shows subtotal per section (labor and expenses), plus Subtotal, VAT, and Total at the bottom of the report. |
Example output
Table Example:
| Labor categories | Rate | Total |
|---|---|---|
| Authorized Biologist | $115.00 | $24,035.00 |
| GIS/Data Manager | $127.00 | $3,175.00 |
| Project Coordinator | $140.00 | $1,330.00 |
| Project Manager | $191.00 | $7,258.00 |
| Subtotal | $35,798.00 |
| Expenses | Quantity | Total |
|---|---|---|
| Subcontractor Services | 19.00 | $7,590.50 |
| Expenses subtotal | $7,590.50 |
Final Totals:
SUBTOTAL $43,388.50
VAT (20%) $8,677.70
TOTAL $52,066.20
Notes
- The report can be exported as PDF or CSV for sharing or analysis.
- Works correctly with tasks and their subtasks. Times work independently when the parent task has a different Labor Category than its subtask.