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02 — Budget vs Actuals

See every dollar on every job, down to the transaction

Live budget vs. actuals inside NetSuite. You set up the columns and the grouping, and you can click any number to see the transactions behind it.

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At a glance

What changes for your company

  1. 01

    Configurable columns, no code

    Add, remove, reorder, and define columns through configuration, and save views by role.

  2. 02

    Drill into any number

    Click any amount to see the vendor bills, invoices, and cost entries behind it.

  3. 03

    Full detail visibility

    Each detail record shows the vendor, document number, date, posting period, cost code, and amount.

  4. 04

    Flexible grouping

    Group by sub job, cost type, cost code, or parent cost code at several levels, with live subtotals.

  5. 05

    Snapshots

    Save the budget position at a point in time and compare it with the current numbers.

  6. 06

    Search, import, and export

    Find budget lines fast, import budgets, and export any view or detail list.

How it works

Watch Budget vs Actuals at work

Budget vs Actuals
Inside NetSuite
  1. 01

    One screen per job

    Budget vs Actuals puts each job’s financial position on one screen. It comes straight from NetSuite, so the numbers are always current and always tie to the ledger.

    • Original budget
    • Approved prime change orders
    • Budget changes
    • Revised budget
    • Commitments
    • Subcontractor invoices
    • Job cost
    • Projected cost
    • Forecast to complete
  2. 02

    Your columns, no code

    Your team decides what the view shows, through configuration, with no code or developer time.

    • Add, remove, reorder, and rename columns
    • Build new calculated columns
    • Save views by role, so project managers, controllers, and executives each open the report built for them
  3. 03

    Group, then drill in

    Group the rows the way you think about the job, then click any amount to see what’s behind it.

    • Group: by sub job, cost type, cost code, parent cost code, or any combination, with subtotals that update right away
    • Drill in: open the vendor bills, invoices, and job cost entries behind any amount
    • Search and export: group and search those details by posting period or other fields, and export them in one step

In short

Configurable budget vs. actuals with no code required. Group by cost code, cost type, or sub job, then click any number to see the transactions behind it.