View Consolidated Budget Across All Projects

The Portfolio Budget Details screen offers a comprehensive, centralized view of all budgets for your currently managed projects. This consolidated view includes both the original (baseline) budget line items and any change orders (COs) added to each project. For change orders that involve multiple contractor types and GC management fees, each contractor's work estimate is presented as a separate line item, ensuring complete financial transparency.

• General Contractors - Get full visibility into the budgets across all projects, facilitating efficient oversight and streamlined management.
• Subcontractors and Other Stakeholders - Access a consolidated list of budget line items allocated by the GC, allowing you to clearly track the financial aspects relevant to the projects you manage.

To view the consolidated portfolio budget 

• Ensure that you are in the portfolio console.

• To return to the portfolio console from any other part of the platform:
  • Click the App Launcher buttonin the top-right corner and select "Portfolio" from the dropdown.
• Click 'Finance' on the top, then select 'Budget Details' on the left

The 'Default View' shows all the standard columns. However, you have the flexibility to customize the table by removing unwanted columns and re-arranging the columns in the order you want to view. Additionally, you can save your customizations as a personalized view to quickly access your preferred table layout in the future. See Customize Columns in List Views for more details. Following is the list of all possible columns:

• Project Name - Displays the name of the project. Note: The table is sorted based on the project name.
• Cost Code - The code representing the division/category of work as per the cost code list at your company level
• Name - The label of the line item, describing the phase, stage, deliverable, task, or specific activity.
• CO# - CO Name - Shows the serial number title or descriptive name of the change order, if the line item is added to the budget from the change order. If a change order work possesses work cost estimates from more than one subcontractor, each estimate is added as a line item. 
• Quantity - Indicates the numeric value representing the amount of work required.
• Quantity Unit - Specifies the unit of measurement for the quantity (e.g., hours, square feet, units).
• Effort Hours - Planned total working time (in manhours) needed to complete the work.
• Budget Type - Indicates whether the line item originates from the original baseline budget or from a change order.
• Total Budget Amount - Displays the overall monetary value of the line item.
• Breakdown of Total Budget Amount:
  • Labor: The cost allocated for wages and manpower.
  • Equipment: The expense related to the use of equipment and machinery for the work.
  • Subcontractor: Costs associated with external subcontracted services, if applicable.
  • Material: The monetary value assigned to materials used in the work.
  • Others: Miscellaneous expenses such as transportation, material handling, and fees paid to various vendors or agencies.
  • Overhead: Operational costs borne by the company.
  • Profit: The profit margin deserved by the general contractor.
• Assigned To - Identifies the subcontractor company responsible for the line item.
• Contingency - Specifies the percentage of the total amount set aside to cover unexpected expenses or risks.

Search and filter options:
Use the 'Search' box located at the top left to find any project using any value from the table as search criteria 
Right-click the column header and customize the display and order of the columns as you wish 
The options at the top right allow you to filter the entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Customize Columns in List Views
Filter Options in List Views
Manage Custom List Views				
View Groups and Subtotals
You can get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping. Use the  icon at the top right to organize the data by column headers.
The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View for more details
Download as Excel Sheet
Click the button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details.