Series now include a dedicated Budget & Actuals tab, allowing you to track performance across both projects and individual tasks. This provides greater visibility into how work is progressing compared to your original estimates.
Accessing the Budget & Actuals Tab
Navigate to any Series and select the Budget & Actuals tab to view performance data.
Note: Firm members must be Admins or have the Budget & Actuals permission (under Series) enabled to access this tab.
Project Overview
The Project Overview section displays a list of projects within the Series that are:
Completed
In progress
Past due
For each project, you’ll see a summary of:
Name
Project Members
Project Status
Due Date
Started Date
Completed Date
Total Budget
Total Actuals (based on completed tasks)
This view helps you quickly understand how projects are tracking against expectations at a high level.
Task Overview
The Task Overview section provides a more detailed breakdown by listing all completed tasks within the Series.
For each task, you’ll see:
Task Name
Task Due Date
Task Started Date
Task Completed Date
Task Assignee
Task-level Budget
Task-level Actuals
You can also filter by task name, making it easy to analyze performance for specific types of work across the Series.
Filtering and Exporting Data
Both the Project Overview and Task Overview tables support:
Filtering to narrow down the data
Exporting for reporting or further analysis