Overview
Budget Reports are a collection of cost summary reports and quality check reports built from your project’s cost estimate data. Use them to review rolled-up costs at the WBS or CAM level, verify data completeness before a review, and confirm that supporting data — basis codes, notebook entries, activity IDs, Form 1030 mappings — is fully populated.
All reports require a project to be selected before loading.
Cost Summary Report
Summarizes total estimated costs organized by WBS hierarchy. Each WBS level is shown with its rolled-up cost across all work packages below it.
Filters available:
- Project (required)
- WBS — limit the view to a specific branch of the WBS
- Cost Class — Budget, Actual, Forecast, or a configured cost set
- Display Units — show costs in full dollars, thousands (K), or millions (M)
- Section Views — custom column configurations saved per user
Cost Summary Resources Report
The same WBS cost hierarchy as the Cost Summary Report, but broken out by resource code and resource type. Use this when you need to see not just how much is estimated by WBS element, but which resources drive the cost at each level.
Filters available:
- Project (required)
- WBS — limit to a specific WBS branch
- Cost Class — Budget, Actual, Forecast, or a configured cost set
- Display Units — full, K, or M
- Section Views — custom column configurations
CAM Summary Report
Summarizes estimated costs organized by Control Account Manager (CAM) rather than by WBS. Charts and tables show cost by estimate type, cost by resource type, cost by cost type, and FTE analysis — the same breakdowns as the WBS Summary Report but grouped by the CAM responsible.
Filters available:
- Project (required)
- CAM — limit to a specific control account
- WBS and Work Package — additional drill-down filters
- Cost Class — Budget, Actual, Forecast, or a configured cost set
- Display Units — full, K, or M
- Section Views — custom column configurations
WBS Summary Report
A comprehensive visual summary of the project estimate broken down by WBS. Includes multiple charts and supporting data tables:
- Cost by Estimate Type (Parametric, Analogy, Engineering, etc.)
- Cost by Resource Type (Labor, Non-Labor, Travel)
- Cost by Cost Type
- FTE analysis
- Stacked cost subtotals
Filters available:
- Project (required)
- WBS — limit to a specific branch
- Cost Class — Budget, Actual, Forecast, or a configured cost set
- Display Units — full, K, or M
Activity IDs Quality Check Report
Lists every resource assignment in the project along with any activity IDs assigned to it, and validates whether those activity IDs exist in the project’s current task list. Use this report before a schedule-cost integration review to confirm that all RA-to-activity links are valid.
| Column | Description |
|---|
| WBS / Work Package | Location of the resource assignment |
| Resource Code / Type | The resource assigned |
| Cost Class | Which estimate the assignment belongs to |
| Activity ID | The activity ID assigned to this RA |
| Valid | Yes/No — whether the activity ID exists in the task list |
- Project (required)
- Section Views
Basis Code Quality Check Report
Lists all budget resource assignments and shows whether each one has a basis code assigned. Use this report to find gaps before a basis-of-estimate review.
| Column | Description |
|---|
| WBS / Work Package | Location of the resource assignment |
| Resource Type / Code | The resource assigned |
| Has Basis Code | Yes/No |
| Basis Code | The assigned basis code value (if populated) |
- Project (required)
- WBS — limit to a specific branch
- Section Views
Contingency Assignment Report
Shows all contingency assignments in the project, at either the resource assignment or work package level, depending on how contingency is configured in the Registry for this project. Use this to audit contingency coverage and identify work packages or resource assignments where contingency has not been assigned.
Filters available:
- Project (required)
- WBS — limit to a specific branch
- Cost Class — Budget, Actual, Forecast, or a configured cost set
- Section Views
Validates that every resource code in the project is mapped to a Form 1030 resource result category. For each resource code, the report shows whether a mapping exists and what category it maps to. Use this report before generating a Form 1030 report to confirm that all codes are properly configured.
This report requires the project’s resource file to have a Form 1030 file assigned. If no Form 1030 file is configured, the report will not return results.
- Project (required)
- Section Views
Notebook Quality Check Report
Lists all work packages in the project and shows whether each configured notebook field is populated. Use this report to find work packages with missing or incomplete notebook entries before a review or deliverable.
| Column | Description |
|---|
| WBS / Work Package | The work package being checked |
| Notebook Category | Each configured notebook category gets its own column |
| Populated | Yes/No — whether that category has a value for this work package |
- Project (required)
- WBS — limit to a specific branch
- Section Views
WBS Dictionary Quality Check Report
Similar to the Notebook Quality Check Report but for WBS-level notebook entries (the WBS Dictionary). Lists all WBS codes and shows whether each notebook category is populated at the WBS level.
Filters available:
- Project (required)
- Section Views
Project Explorer RAM
An interactive pivot grid showing the project’s Responsibility Assignment Matrix — resource assignments and costs cross-referenced by WBS, Work Package, and other dimensions. Use the Project Explorer RAM to drill into the estimate hierarchy, inspect cost at any level, and export results to Excel.
Filters available:
- Project (required)
- WBS and Work Package — drill-down selection
- Cost Class — filter by estimate type
- Option to show or hide work packages with no cost
