One Click Reports effortlessly provide insights into current budgets on cost centres, overspending, underspending, and the statuses of variations and extensions.

Included in this guide:

From the Planning tab of any project, click the One-Click Reports button in the top left. Each report is an automatic PDF download in your internet browser, so you'll have to make sure your browser isn't using any popup blockers.

There is a toggle at the top of the Planning tab, next to the One-Click Reports button, that will change the resulting reports you can create and export. Whether your project is Fixed Price or Cost Plus will also determine which toggle setting you'll want to select.

All tasks must be associated with a cost centre, therefore, this report is an accurate representation of the real-time budget-to-actuals for your project. It also shows which cost centres have the highest percentage of total budget spend which you can use to make future project budgeting decisions.

This report does not include any percentage margin agreed upon in the contract.

This report is a review of the total budget, exhausted budget, and the difference. It's broken down by task and categorized into overspend, underpend, and variation.

This report is a generalized analysis that rolls up the budget for all tasks associated with each specific cost centre.

It also shows which cost centres have the highest percentage of total budget spend which you can use to make future project budgeting decisions.

This report is a generalized analysis that rolls up the budget for all tasks associated with each specific cost centre. It is identical to the preceding Client Report with the exclusion of percentage spend of the total budget.

This report shows the status of changed scope throughout the project. It is broken into Approved and Awaiting Approval, and creates an easy way to track sent and approved variations, dates sent, and the value. This report helps you keep clients well-informed throughout the project, and assists in providing clarity of scope changes from the original contract project scope.

This report shows the status of additional time applied to the originally agreed upon project duration. It is broken into Approved and Awaiting Approval, and creates an easy way to track sent and approved EOTs, dates sent, and the updated completion dates. This report helps you keep clients well-informed, providing clarity of expected project move-in dates, as well as tracking weather, delays, and latent conditions compared to the originally scoped project duration.

If your web browser is not downloading the CSV export, here are some troubleshooting tips that may help you.

Still have questions? Email our team at support@px360.com.au and we would be happy to help.