How to display an overview of the project budget development | InLoox PM 7

Compare planned and actual time and expense values on a real-time basis. View single activities, resources or even entire projects – you won’t lose deviations of your project anymore.

1. Open a project with the existing budget.

   For more information on how to create a budget, see Create and edit a budget.

2. In the project, on the Start tab, in the Section group, click Budget Overview.

3. On the View tab, in the Budget Overview group click Table.

   
   In the table you will see the figures cumulated by Group.

   For more information about groups, see What do the fields and chart types of the budget overview mean?

Control budgets

• Check the totals under the columns Actual expenses (time tracking), Actual expenses (other), Actual revenues and Actual margin.
• Budget overruns are highlighted in color, making it easy to identify unplanned additional expenses.
  If the line is marked in red, the negative result is expected.
• Use the views to control more projects simultaneously.

  1. Click Projects on the Outlook Ribbon to switch to the InLoox PM project list.

     In Outlook 2003/2007 click InLoox PM Folder in the InLoox PM Toolbar.

  2. In the InLoox PM tab, in the View group, click More Views.
  3. In the drop-down list choose the saved view, e.g. project controlling.

• As a alternative you can use also Choose fields for the project controlling.

  For more information see Generate personalized views.

Export the report to Microsoft Excel

1. Click Reports tab.
2. In the Reports group, in the gallery view click Budget Overview.

3. In the Print Options dialog box choose settings you want, e.g. Excel as an issue format.

   For more information on how issue a report, see Create a report.

4. Click Start.
5. Choose whether you want print, save or send the document per email.

1. Open a project with the existing budget.

   For more information on how to create a budget, see Create and edit a budget.

2. In the project, in the Start tab, in the Section group, click Budget Overview.

3. On the Budget Overview page, in the Budget Overview group click Chart.

4. You have the opportunity to view different budget chart types. In the Chart Type group choose the desired chart between By Type, By Group, By Date or Expense vs. Revenue)

   For more information about chart types, see What do the fields and chart types of the budget overview mean?

Control budgets

Create a graphical overview to control several projects. Do following steps:

1. Click Projectlist on the Outlook Ribbon to switch to the InLoox PM project list overview.

   In Outlook 2003/2007 click InLoox PM Folder in the InLoox PM Toolbar.

2. In the InLoox tab, in the View group, click Dashboard.

3. In the Dashboard view adjust your individual overview.

   For more information see the category Dashboard view.