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The Budget tool is the project’s financial baseline. It lists every cost code with the original budget, approved changes, committed amounts, actuals, and forecast.

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Open the Budget

  1. Select the project in the header.
  2. Open Budget from the project sidebar.
  3. The budget loads as a table grouped by cost code and category.

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Budget Columns

Each line item shows these standard columns. Names may vary by project setup.
  • Original Budget — the baseline value at contract signing.
  • Approved Changes — value of approved budget modifications and change orders.
  • Revised Budget — original plus approved changes.
  • Committed — value tied to subcontracts and purchase orders.
  • Actual — costs already incurred (invoices, direct costs).
  • Forecast — projected total cost at completion.
  • Variance — revised budget minus forecast. Negative variance is over budget.

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Find a Line Item

  • Use the search field to filter by cost code, description, or category.
  • Use column filters to narrow by status, division, or owner.
  • Use Export to download the current view as CSV or PDF.

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Edit Access

Editing budget values, applying modifications, and changing forecast methods requires the Budget Write or Admin permission. Read more in Manage User Access.