Budget vs Actual

 
 

MORE DETAILS…
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Our Budget vs Actual solution lets you set your Portfolio, Program, and/or Project level budgets for the upcoming year, then monitor Budget vs Actual dollars and % throughout the year.

To use it…

By installing and leveraging our predefined set of custom data and processes, you can then:

• enter your Portfolio, Program, or Project level Budgets for the upcoming year
• select the Budget YYYY of interested
• generate our Budget Vs Actual solution in real time
• view Name, Budget, Actual Expense Cost, Balance Remaining, and Budget % Used
• confirm Totals at the Portfolio, Programs, and Project grouping levels
• monitor the burn rate and avoid overages
• preserve multiple Budget Years without having to duplicate Portfolios, Programs, or Projects

As shown in the Media section below, our Budget Vs Actual solution includes all the custom data, processes, and reporting monitoring reports you need to set and track Budget Vs Actual, right from within Workfront either online or in PDF format. All reports are in real time, so you can leverage them for day to day monitoring to supplement your existing periodic financial controls…or even replace them, avoiding both the associated delay time and extra costs.

PRICING
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From $8,999/Year (unlimited use)

Your first year’s annual license of our Budget Vs Actual solution includes up to four hours for branding, installation, and training. And because it’s based on our Magic Reports technology, if you’d like us to tailor it to suit your needs exactly, we’d be happy to discuss a fixed quote to do so.

 

Other Budgeting Solutions…

Budgeting solutions include hours and expenses, and help you visualize and manage where they stand over time, using numbers and/or graphics