Analyze Multi-Budget Performance in Reports

Created by Advaith R, Modified on Mon, 29 Jun at 8:15 PM by Advaith R

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When you enable multi-budgets, your reporting capabilities expand to give you a granular look at individual project financial streams.

Reporting and Multi Budgets

Native reports are enhanced to understand budgets within projects.

  • The portfolio report can list projects with their budgets, showing metrics per budget alongside project totals.

  • Filters and groupings can be used to analyze performance by budget, by project, or by company.

Custom reports can include budget fields where supported, so portfolio and financial reporting can be done at budget level, project level, or both.

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