Project Budget Report Generator

The Project Budget Report Generator in OneOffice serves as a versatile tool for streamlining financial management in Capital Improvement Planning (CIP). It simplifies the input of project data, automates budget calculations, and produces tailored budget reports. This assists in scenario planning, enhances financial transparency, and supports compliance with regulations. This tool fosters effective communication with stakeholders, assists in tracking resource allocation, and enables prompt budget adjustments as project dynamics evolve.
How to Generate a report with the Project Budget Report Generator:

1. Click on ‘Details’ next to a project.

2. Select ‘Budget’ from the Project Menu.

3. Click on ‘Details’ next to version of the project budget.

4. Click on ‘Reports’ submenu.

5. Click on ‘Generate Report'.

6. Use the ‘Select Report’ dropdown to select from various report options OR use the ‘Selection Option’ to build or ‘lookup’ the report using selection options.

7. Select how the report should be displayed (more than one selection can be made across table, bar chart, and pie chart).

8. In the ‘Sums’ row, select any combination of ‘budgeted’ values, ‘actual’ values, ‘forecasted’ values, and 'revenue remaining. Please note, all options may not apply to the specific report selected.

9. As selections are made, the report will be updated. Click on ‘Add’ to add the report to a list of reports that can also be favorited for quick, future access.