Navigate to REPORTS or PULSE and select the Project Budget Dashboard (also called the Pulse Budget Dashboard).

Use the filters and search to narrow results to specific projects. You can search by project name, number, or client name.

Set a date range to focus on a specific time period. The chart displays five metrics over time: planned, scheduled, logged, earned, and invoiced amounts.

Review the summary tiles below the chart for quick totals.

Scroll down to the phase breakdown to see budget consumption per phase. This section also shows expense and sub-consultant tracking.

Hover over budget phase bars to see details. Factor calculates how much of a phase's budget is expected to fall within the selected date range based on the phase's start and end dates.

Navigate to REPORTS and select the Project Hours Dashboard.

Filter to specific projects and set your date range.

Review the hours breakdown, which is organized by phase, employee, and billing role.

Compare planned hours, scheduled hours, and logged hours to identify variances. Utilization indicators highlight whether team members are tracking above or below their targets.

Navigate to REPORTS and select the Project Dashboard (Profit).

Filter to one or more projects and set the invoice date range.

Review summary tiles showing total invoiced, total cost, and gross profit.

By default, the invoice date range and cost date range are linked. To analyze costs from a different period than invoices, unlink the date ranges by clicking the link icon. For example, you may want to see all labor costs incurred in the months before an invoice period.

Review the breakdown to see the total cost of time logged and expenses versus what was invoiced.

Note that the Gross Profit figure reflects what was invoiced minus costs, and does not reflect adjustments. Adjusted Profit is the one that accounts for any applied adjustments — like Credit, the only built-in adjustment type, or any other adjustment type your firm has created; deposits and prepayments aren't separate built-in types unless your firm creates them.