Table of Contents

Budgetary Control of Projects

The Budgetary Control of Projects list gives you a project-level billing and budget overview. It combines recorded timesheets, project budget settings, and invoice data so that you can compare planned and performed work as well as billed and unbilled amounts.

Typical Audience

Under standard permissions, this list is typically relevant for:

  • Billing Admins
  • Project Managers
  • Project Controllers
  • Standard navigation: Management -> Billing -> Budgetary Control of Projects
  • Deeplink: https://web.timecockpit.com/app/lists/APP_BudgetaryControlOfProjectsList

What the List Shows

The list aggregates data per project. It uses:

  • project master data such as billable flag, fixed-price flag, budget, budget in hours, and hourly rate
  • timesheets linked to the project
  • invoices and invoice details linked to the project

The standard list groups entries by the project's billable status.

Standard Filters

The standard filter area contains these filters:

Filter Technical Reference Meaning
Customer @Customer Limits the list to one customer
Project @Project Limits the list to one project
Include Unbillable @IncludeUnbillable Includes unbillable projects when set to true
Include Closed @IncludeClosed Includes closed projects when set to true

Columns

The following table documents the visible standard columns.

Column Technical Reference Meaning How the Value Is Determined
Customer CustomerName, CustomerUuid Customer of the project Taken from the customer linked to the project
Project ProjectName, ProjectUuid Project shown in the row Taken from the project linked to the underlying timesheets
Billable BillableText, Billable Whether the project is billable Taken from the project's billable flag and shown as billable or unbillable text
Fixed Price FixedPrice Whether the project is fixed price Taken from the project setting
Budget in Hours BudgetInHours Planned budget in hours Uses the project's hours budget if available. If only a monetary budget exists and an hourly rate is available, the list derives hours from budget divided by hourly rate.
Billable Hours HoursBillable Billable hours already performed Sum of timesheet duration for entries that are billable and have a positive hourly rate
Open Hours in Budget OpenBudgetInHours Remaining billable hours in the project budget Calculated as budget in hours minus billable hours
Billable Progress % ProgressBillablePercent Progress against the hours budget based on billable hours Calculated as billable hours divided by budget in hours
Performed Hours Hours All performed hours on the project Sum of all timesheet duration included in the list
Performed Progress % ProgressPercent Progress against the hours budget based on all performed hours Calculated as performed hours divided by budget in hours
Unbilled Hours HoursNotBilled Billable hours that have not yet been billed Sum of billable timesheet hours that are not yet marked as billed and have a positive hourly rate
Actual Hourly Rate EffectiveHourlyRate Effective revenue per hour in the current result set Calculated as revenue divided by included hours
Budget Budget Monetary project budget Uses the project's monetary budget if it exists. Otherwise, for billable projects, the list derives it from budget in hours times hourly rate.
Revenue Revenue Revenue generated by the included timesheets Sum of the timesheet revenue values
Unbilled Revenue RevenueNotBilled Revenue that is still not billed Sum of revenue from timesheets that are not billed and not excluded as non-billable
Costs Costs Internal cost value of the included timesheets Sum of timesheet hours multiplied by the user's hourly cost rate
Billed Revenue from Invoices BilledRevenueFromInvoices Revenue already represented on invoices for the project Sum of the invoice revenue values of invoices linked to the project
Unbilled Hours from Invoices UnbilledHoursFromInvoices Remaining budget hours when compared to billed invoice hours Calculated as budget in hours minus invoiced hours from invoice details with unit hour
Time Sheet Entries hyperlink to filtered APP_Timesheet Drill-down to the related timesheets Opens the standard timesheet list filtered to the current project
Invoices hyperlink to filtered APP_Invoice Drill-down to invoices of the project Opens the invoice list filtered to the current project

Notes

  • The list is project-centric. It is useful when you want a compact overview instead of reviewing raw timesheets.
  • Several values are calculated from more than one source. For example, the list combines project settings, timesheets, and invoices in the same result row.
  • If a project has no explicit hours budget but a monetary budget and hourly rate, the list derives the hours budget automatically.
  • If Budget in Hours is 0, the percentage columns also stay at 0 because there is no hours budget to compare against.