Project Budgeting Template for Acumatica

What is a Project Budgeting Template?

A Project Budgeting Template is a planning tool utilized by project-based businesses that allows project managers and budgeting executives to estimate revenue, expenses, and profitability on a per-project basis. This budget form provides a way for users to input essential project details, such as Project Type, hours, rates, and start/end dates. Based on the Project Type, the template automatically links expenses and revenues with the corresponding GL account number for the corporate budget. The budget is then allocated across the active project months, and a variance is displayed to compare the total revenues and expenses with actual data from the previous year. A sample of the budget form is provided below.

Purpose of Project Budgets

Project Budgets aim to analyze the profitability and financial metrics of projects. Companies and organizations can use them to enhance their best practices in the Project Management Office and Budgeting Department. This approach leads to better resource planning, increased profit margins, and a lower risk of capacity problems.

Benefits to Users

Using a Project Budgeting Template provides business users with a clear picture of a project’s financial health, allowing them to make informed decisions that lead to greater efficiency and productivity. With accurate forecasting, managers can identify potential issues and make informed decisions to mitigate risks before they become major problems. Additionally, using a standard template across all projects can streamline the budgeting process and reduce errors. By having a better understanding of project finances, users can optimize their budgets and resources, leading to better outcomes and increased profitability for the company. Overall, the use of a Project Budgeting Template can improve decision-making and help business users become more efficient in their jobs.

Project Budget Example

Here is an example of a detailed Project Budgeting Form for revenue and expense planning.

Project Budgeting Template for Acumatica

Project Budgeting Template Example from Solver

You can find hundreds of additional examples here.

Who Uses This Type of Budget Form?

The typical users of this type of budget form are: Project Managers and Planning Executives.

Other Budget Forms Often Used in Conjunction with Project Budgets

Progressive Project Management Office and Budgeting Departments sometimes use several different Project Budgets, along with payroll, capital expense and profit & loss budget forms, project reports, project dashboards, and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Acumatica, Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples


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