Project Expenses and Cost Tracking

What Expenses is for

Expenses is the project's cost-control workspace. Use it to compare the approved baseline with money already spent, committed procurement, and the forecast at completion. Expenses does not replace RFQs: RFQs manage vendor selection, while Expenses shows the resulting cost position.

Read the cost summary

• Filters – date range, All stages, All tasks, and Vendor, plus Reset

and Export CSV.

• Budget Baseline – the planned budget across tasks and stages.
• Actual Spend – money spent so far and the percentage of baseline used.
• Forecast at Completion – projected final cost compared with the baseline.
• Committed Cost – awarded or otherwise committed cost that has not yet been spent.
• Spend Flow – a flow diagram showing how spend moves from stage to task to expense.
• Trend – cumulative spend over time.
• Filtered Expenses – itemised dates, stages, tasks, estimates, baselines, vendors, invoice numbers, and net, tax, and gross amounts.

Review project cost

1. Start with Budget Baseline and Forecast at Completion to understand the expected variance.
2. Compare Actual Spend with Committed Cost so awarded but unpaid work is not overlooked.
3. Filter by date, stage, task, or vendor to locate the source of a variance.
4. Use Trend to see when spend changed and Spend Flow to see where it is allocated.
5. Open Filtered Expenses to verify individual records.
6. Select Export CSV when the itemised data is needed for reconciliation or reporting.