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DocsBudget, Burn & Delivery Reporting
Watch a project consume its budget, roll delivery up across every project, and see revenue against delivery for each client
A project with a budget shows a budget burn bar on its Overview: a simple read on how much of the budget has been consumed against what was planned. Once the project has invoiced work in its own currency, the bar reads that invoiced amount against the budget. Until anything is invoiced, it falls back to an hours view: the hours logged on the project's tasks, the same time the Time and billing card sums, measured against the estimated hours. A project that runs over budget is called out so it is easy to spot.
The Reports area includes a Projects section that rolls delivery up beyond any single project. It leads with three figures:
- Active projects: how many projects are currently in delivery.
- Overdue tasks: open tasks across your projects that are past due.
- At-risk projects: projects flagged as needing attention.
Below the figures is a table of your active projects. The three figures above always give an organization-wide read on delivery, so everyone sees the same totals. The table below is scoped to your access: if your role only lets you see your own projects, it lists just those and says so, so a shorter table never looks like it disagrees with the organization-wide figures.
Put what a client is worth next to what you are delivering for them.
The Projects section also blends the sales and delivery pictures into one per-client view: each client company sits on a row with the revenue you have won against the delivery you are running for them (how many projects, the hours behind them, and their health). Clients you deliver for but have not won revenue from, and clients with revenue but no delivery yet, are surfaced so gaps between what you sold and what you are doing are easy to see on one screen.
Open a company and its record carries a delivery portfolio rollup for that client: how many projects are active, how many are overdue or at risk, and the budget across them (kept per currency). The at-risk count here agrees with what the projects list shows, so the number on the client record and the number on the projects page tell the same story. It gives an account owner a one-glance read on everything in flight for a client without opening each project.