Firm admins, or team members with the Template Budget & Actuals permission, can now review how budget estimates compare to actual performance for any given project template.
This feature provides visibility into how accurately your templates are scoped, helping you make more informed decisions and improve future planning.
Accessing the Budget & Actuals Tab
Within a project template, navigate to the Budget & Actuals tab to view performance data.
The Budget & Actuals tab is divided into two sections:
By Series
This section displays all series associated with the template, including average actuals per completed project and average budgeted time per completed project. This view helps identify trends across recurring work and evaluate how well your estimates align over time.
By One-Off Projects
This section lists all completed one-off projects tied to the template, including total actuals for each project and total budgeted time for each project. This is useful for analyzing performance on non-recurring or ad hoc work.
Filtering and Exporting
Both sections include filtering options, allowing you to refine the data based on your needs. You can also export the data for further analysis or reporting.