The Budget Overview report provides a compact portfolio view of project budget usage.
It shows each project with key context (timeline and owner) plus budget, allocated hours, already spent baseline hours, and variance.
Budget Overview
You can filter by project status and project name, and choose which columns to display.
Use this report to quickly identify projects that are over or under their planned hours.
Column Definitions
- Project: Project name
- Start Date: Planned project start date
- Finish Date: Planned project finish date
- Project Manager: Assigned project manager
- Total Budget (h): Total planned budget hours for the project
- Allocated (h): Sum of planned/allocated hours currently assigned
- Already Spent (h): Hours already spent before moving this project into Caperity. This is a migration baseline that you can update in the project details
- Total planned: Sum of already spent and allocated hours.
- Variance (h): Remaining budget balance, calculated as Total Budget – Allocated – Already Spent
- Status: Current project status (used for filtering and quick scanning)