Overview
You can view the Task Budgets report in your firm directly in ZenCase from the Reports page. This report will show all tasks that have a budget amount set versus actual and adjusted hours spent grouped by matter and client.
How To View Task Budgets Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Task Budgets
You will see task budgets versus actual hours and amount variances
You can filter by:
Client
Matter
Assignee
Include Fixed Fees: Yes or No
Client Originator
Matter Originator
Fee Type
Status
Include Zero Actual Hours: Yes or No
Start Date
Due Date
Start To Due Date
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Report" to view your report in CSV or PDF format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.