Quanta Help
Reports

Budget report

Budgets with their spend, remaining, status and reset date.

Applies to:
Admins

Analytics → Reports → Budget Report lists active budgets: project-wide, per task and per person. Admins see all of them. Anyone else with the report sees the budgets they would see in the Projects list: on projects they can open, where the project's Who sees the budget on this project lets them in or their role has View budgets on every project. Money budgets show amounts only to people who see revenue; everyone else sees the percent used.

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.

Narrow it with the Status chip, or Budget type (hours or money) from + Add filter, and Export the table as a CSV file.

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