Budget vs. Actual Statistics

From the Project Assignments view, users can quickly view summary budget vs. actual statistics at any assignment level (client, project, task group, task or employee).

 

When any item in the assignment tree is selected, clicking F8 displays a small pop-up window with summary data for the item. All sub-level data is rolled up to the selected item's level. For example; if you select a client, then statistics are rolled up for all that client's projects.

 

If enabled, the upper right corner of the screen has a Currency drop-down list which permits calculated costs to be reviewed in any enabled currency. The 'Display by Project Currency' option displays costs in the currency associated to the selected project. 

To view an item's statistics:

  1. Select the item in the assignment tree.

  2. Click the View Statistics button on the toolbar. Or use F8 on your keyboard.

  3. The Statistics pop-up window opens.
     

Tips:

  • You should designate the Dovico site as a safe site in the web browser’s pop-up blocker settings.

  • Leaving the pop-up window open and clicking on a different item in the assignment tree updates the information in the statistics window.

 

 

Note: Company or Client costs are only displayed to users with appropriate security rights.