Financial Reports: Estimating

Create an Over Budget Report

OBJECTIVE

To create an Over Budget Report in ConstructionOnline

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

STEPS TO CREATE AN OVER BUDGET REPORT

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Financial Reports category
  4. Hover over the Over Budget Report & click Create

    1. This will open the Over Budget Report window
    1. Select the level of detail to include on the Report
    2. Click Create
      1. The Report will open in a new tab
    3. You can Share, Save, Download, Edit, or Print the Report from this tab

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