Budget Reports

Budget Report offers a summary of project-wise planned vs. actual costs, helping track spending, forecast expenses, and ensure financial control.

Roles and Permissions:

Organization Owner/Manager: They can view reports of all members in the organization.
Delivery Head: These roles can view reports of all members in the organization.
Dept Head(User): They can view reports of self and assigned Department Members.
Team Lead(User): They can view reports of self and assigned Teams Members.
Project Manager (User): They can view reports of self and assigned Project Members.
User: User can view reports of only themselves.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Read out section below to learn more about how Budget Reports works :

Step 1: Select Report, then Payroll Report from the navigation menu. We can see the headers below:

Step 2: Clicking on this will redirect you to Budget Report page. Here, you can see the budgets created within selected date range.


To know the detailed explanation of the budget listing page, please visit: https://support.workstatus.io/en/article/budget-listing-details-1tkozq8/

Step 3: Here, you also get option to filter out budgets according to your requirements.

Budget Type: Select budget type i.e. Fixed Fee, Time & Material, Retainer.

Projects: List of all projects as per roles and permissions of user.
Billable: Select Billable or Non-billable using check-box.
Budget Status: Select Open or Delivered using check-box.
Profit/Loss: Select Greater Than, Less Than or Equals To. Enter amount in input box.

Margin: Select Greater Than, Less Than or Equals To. Enter amount in input box.****
Exclude Expenses: Enable toggle to exclude expenses from budget reports.

Step 4: Here, we also get option to Send, Schedule and Download the report with applied filters.

Send: Enter email, Subject, Message and File Type and click on save button. Report will be sent to the entered email.


Schedule: Enter email, Subject, Message, File Type, Enter Name, Select Date Range, Frequency and Time and click on Save button.


Download: Please click on Download button and select File Type to download the report on your logged-in email address. For now, we are supporting on CSV in Payroll Report.

Updated on: 13/05/2025