Report on Planned and Actual Costs

Sarah6
Tera Contributor

Hello,

how do you report on planned and actual costs? Are there e.g. some OOTB Reports or Dashboards?
Where do you store the actual costs?

Thanks a lot.

5 REPLIES 5

Dhiren Aghera
Tera Guru

Hi Sarah,

You can use the Financial workbench under planning console to track project financials like planned and actual costs, benefits and budget. 

find_real_file.png

You can view graph for Planned vs Actual costs in the Project status report -

find_real_file.png

There are also OOTB dashboards and report like PMO Dashboard, Project manager summary dashboard to name few which also has financials summary that you can leverage.

Hope this helps.