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29. Net Budget

Updated: Feb 27

In instances where your project is responsible for cost and revenue budgets, it is convenient to be able to view the net budget position in a reportable format.


Source of Data

Net budget relies on budget information from both the Cost and Fees tabs. If you have created budget snapshots, you may compare cost and fee per budget snapshot versions.


Template View

The template allows you to select the focus on being at a per project, or portfolio level. The template also allows you to determine which Chart of accounts is to be used by default, and the depth level that will be displayed.



Document Edit View

The document author is presented with similar options to the template designer. IE, they can choose the change the chart of accounts, and the depth level displayed. They can also choose budget versions to use for comparison purposes, and can change the column headings if required.



Document Output View

The document output will correspond with the settings made during the document creation.





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