Chart View
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The chart view gives you a visual overview of your planned and actual budget. This enables you to quickly see whether your project is still within budget.
Chart type
You can choose between four chart types, which display and sort the budget according to different criteria:
By Type – Graphical overview of all expenses and revenues
By Group – Graphical overview of all expenses and revenues sorted by group
By Date – Graphical overview of all expenses and revenues sorted by date (day, month, year)
Expense vs. Revenue – Comparison between actual and planned expenses, and actual and planned revenues
Data
You can also choose which data should be shown in or hidden from the graphical overview.
| Planned Expenses (Resources) | Based on the recorded resources working on the project tasks. The total work time of all resources multiplied by the purchase price of the respective group. | |
| Planned Expenses (Other) | All other planned expenses based on the purchase price, excluding resources. | |
| Actual Expenses (Time Tracking) | Based on the time tracking entries in the InLoox tasks. | |
| Actual Expenses (Other) | All other actual expenses for already received services or commissioned orders. The total sum is based on the purchase price of the group. | |
| Planned Revenues | All planned revenues based on the sales price of the respective group. | |
| Actual Revenues | All revenues from already invoiced services or for services the customer has already received. The total sum is based on the sales price of the respective group. | |
| Planned Margin | Comparison between planned revenues and planned expenses. | |
| Actual Margin | Comparison between actual revenues and actual expenses. |