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Finalized Jobs – Budget to Actual Report

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The Finalized Jobs – Budget to Actual report shows the variance between the Job budget and actual expenses on it.

  1. Open the library with reports.
  2. Select Finalized Jobs – Budget to Actual.
  3. Define criteria for generating the report, as follows:
Criteria

Deposit date from … to … Select the deposit period for report generation.

4. When complete, click Apply. The system generates the report, as follows:

The report shows the following information:

Report Information
JobJob number including the Office’s number as prefix.
Client / SiteName of the Client and Site which the Job attributes to.
BudgetBudget of the Job.
ActualActual expenses on the Job.
VarianceVariance amount between the Job budget and actual expenses.
Updated on November 11, 2021

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