Chart View


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The chart view gives you a visual overview of your planned and actual budget. This enables you to quickly see whether your project is still within budget.

Budget Overview - Graphical Overview

Chart type

You can choose between four chart types, which display and sort the budget according to different criteria:

Budget Overview - Chart Type

 

By Type – Graphical overview of all expenses and revenues

By Group – Graphical overview of all expenses and revenues sorted by group 

By Date – Graphical overview of all expenses and revenues sorted by date (day, month, year)

Expense vs. Revenue – Comparison between actual and planned expenses, and actual and planned revenues

Data

You can also choose which data should be shown in or hidden from the graphical overview.

Budget Overview - Data

 

Planned Expenses (Resources)   Based on the recorded resources working on the project tasks. The total work time of all resources multiplied by the purchase price of the respective group. 
     
Planned Expenses (Other)   All other planned expenses based on the purchase price, excluding resources. 
     
Actual Expenses (Time Tracking)   Based on the time tracking entries in the InLoox tasks. 
     
Actual Expenses (Other)   All other actual expenses for already received services or commissioned orders. The total sum is based on the purchase price of the group. 
     
Planned Revenues   All planned revenues based on the sales price of the respective group. 
     
Actual Revenues   All revenues from already invoiced services or for services the customer has already received. The total sum is based on the sales price of the respective group. 
     
Planned Margin   Comparison between planned revenues and planned expenses. 
     
Actual Margin   Comparison between actual revenues and actual expenses.