User guide / Budget / Tracking planned versus actual
Time, workload and budgetTracking planned versus actual
Compare the planned budget with actual amounts, by category and by year, and follow consumption over time.
1 min read updated October 2026
Once the budget is entered, three tabs let you follow it from different angles.
Planned vs Actual
A table by category and by year, with Planned then Actual columns and their totals. Expand a category to see its lines and entries.
Cumulative
The curve of cumulative amounts over time, by month, quarter or year.
Envelope
Envelope consumption, year by year, as gauges.
The cost of time spent
If daily rates are enabled, a dedicated line shows the cost of the workload, expandable member by member.
Good to know: expenses are split by year according to their date. An invoice dated January counts in January's financial year, even if it was entered in December.
Frequently asked questions
Can I track the budget of several projects?
Yes, the Budget view of the project list and of portfolios summarises the expenses and revenue of all projects.
Why doesn't a category appear?
Only categories with an amount (planned or actual) are shown, to keep the tables readable.