Quanta Help
Reports

Budget report

Every budget in the workspace with its spend, remaining, status and reset date.

Applies to:
Admins

Analytics → Reports → Budget Report lists every active budget: project-wide, per task and per person. Admins see all of them; a project Manager or Lead sees the budgets of their projects (amounts for Leads depend on the budget's visibility switch).

The Budget report: one row per budget with type, amount, spent, remaining, a progress bar, status, frequency and reset date.
The Budget report: one row per budget with type, amount, spent, remaining, a progress bar, status, frequency and reset date.

Columns

  • Project (and task or person, for scoped budgets).
  • Budget Type: Hours or Money.
  • Amount, spent, remaining and a progress bar.
  • Status: On Track, At Risk (75% or more used), Over Budget (100% or more), Under Low Limit (spend below the low watermark). See Project budgets.
  • Frequency (Never, Weekly, Biweekly, Monthly) and Resets On for recurring budgets.

Filter by status and by project, and Export the table to Excel.

Keeping it accurate

Spend is cached. If a row looks stale, open the project and click Recalculate budget on its budget card. Paused budgets (from a project whose budget type was changed) are not listed.

Detailed report

Every time entry in the period, filterable, exportable, editable, lockable, and open to questions from AI Insights.

Uninvoiced report

Billable time, approved expenses and project fees that are not yet on an invoice, per client, with a Create Invoice button on every row.

On this page

ColumnsKeeping it accurate