Budget Vs Actual
Manage Budgets by Year
Our Budget vs Actual solution lets you set Annual Budgets by Portfolio, Program, or Project, map to your corporate Reporting structure, then monitor Budget vs Actual $ and % as Expenses come in
Budget Vs Actual
Our Budget vs Actual solution lets you set Annual Budgets by Portfolio, Program, or Project, map to your corporate Reporting structure, then monitor Budget vs Actual $ and % as Expenses come in
| HOW | Annual License, Glossy |
| WHAT | Actuals, Budgeting, Financials, Reporting |
| WHEN | Since 2020 |
| WHERE | Companies, Custom Data, Expenses, Hours, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner, SysAdmin |
| WHY | Embedded, Simplification |
- Solution
Budget vs Actual
- Use the slider above to learn about this Solution's functionality
- Review the More Details section below to understand how to use it
- Consider the Pricing section and its value to you (noting payment comes later)
- When you are ready to proceed, click the button above
MORE DETAILS…
TopOur Budget vs Actual solution lets you set set Annual Budgets by Portfolio, Program, or Project, map to your corporate Reporting structure, then monitor Budget vs Actual $ and % as Expenses come in.
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 above, 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
TopFrom $9,999/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
Top
AFA Burn Check
Prepare to
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Our Capital Tracking solution includes everything you need to budget, approve, and track Capital Budget vs Actual counts, dollars, and project types on both a monthly and cumulative basis.
HOW Annual License, Glossy WHAT Actuals, Budgeting, Financials, Reporting WHEN Since 2019 WHERE Companies, Portfolios, Programs, Projects WHO Executive, Planner WHY Embedded, Simplification 
Magic Reports
Our Magic Reports solution allows you to engage us to create informative and professional custom reports tailored to your exact specification, maximizing the value of your Workfront data, your images, and your investment.
HOW Annual License, Glossy WHAT Actuals, Budgeting, Calendaring, Configuration, Financials, Reporting, Resourcing WHEN Since 2017 WHERE Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users WHO Executive, Planner, Requestor, SysAdmin, Worker WHY Automation, Embedded, Simplification
