Steps
Go to the Reports tab in your project
Scroll to the bottom left
Click Budget (under budgeting options)
Configure Settings
On the right panel:
Title and Date: Customize as needed
Grouping: Turn off "Group by Area" if desired
Show Group Budget Costs: Enable for area totals
Group Specs By: Select Vendor to see spending per vendor
Save as Preset if you want to reuse these settings
Click Apply
Report Contents
Table of Contents: Optional (can be turned off in Global Settings)
Summary: All budget tab items including allowances, installation, tax, shipping, deposits
Line Items: Each spec with price, unit price, and subtotals
Vendor Breakdown: Spending per vendor including shipping and tax
Internal Budget vs Quote/Invoice
Internal Budget: Shows markup and revenue (internal use)
Quote/Invoice: Hides markup (client-facing)
Export Options
Download as Excel, PDF, or other formats
Report generates in landscape format
Related Features
Generating Quote Invoice Proposal
Using Report Presets
Add Budget Level Cost and Allowance