You can now track how your template budgets stack up against actual performance.
Firm admins (and anyone with the Template Budget & Actuals permission) can access a new Budget & Actuals tab directly within project templates to better understand estimation accuracy and improve future planning.
What’s included:
By Series
View all series tied to the template
Compare average actual vs. budgeted time per completed project
By One-Off Projects
See all completed one-off projects using the template
Compare total actual vs. budgeted time per project
🔍 Filter & Export
Both tables can be filtered to refine your view and exported for deeper analysis.