The Over Budget Report shows the variance between the estimated versus actual costs for any over budget items so you can track and trend your company's accuracy in estimating.
& NOTE: You can enter actuals in your estimate manually, or by importing them from QuickBooks (available in Pro versions and above).
In an open estimate, go to Reports > Report Wizard, and select Project Management Report and click Next.
Select Over Budget Report and click Next.
You can also create a Project Totals Report by going to Reports > Project Management > Create Over Budget Report.
Finalize the report by selecting your preferences.
Include in Total Cost: Select whether you would like to include Estimate Costs, Sales Tax, and Line Item Markup in the report.
Display: Select Resources if you would like to see contacts assigned to the over budget item (in Pro versions and above).
Options: Select if you would like to include Items with no Estimated Value, Items marked as Option and/or Line Item Notes.
Color: select if you would like to change Category Color or Subcategory Color.
Type any Custom Notes.
Click OK. The report will open in UDA OnPoint Documents.
Go to File > Save to save the document.
Review
each section of the document for accuracy. Revise, add, and delete information
as necessary.
UDA identifies information specific to each project by formatting the
text in blue. Revise this text to meet your project needs and then change
all blue text to black by clicking the change all
text to black button on the Document Management toolbar.
Take advantage of the features and functions in UDA Document Management to customize and organize your report information.
& NOTE: You can also create an Over Budget Report directly from ConstructionSuite by going to Reports > Estimating > Project Management > Over Budget Report in the interface.