Monitoring actual project data by budget type and budget item

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1C:Drive gives you a tool to monitor actual project data by budget type and budget item. Currently, all data about income and expenses is available for such monitoring. For example, you can create the Profitability budget type and add the following budget items to it: Revenue and Cost of goods sold (COGS). When you generate a report,1C:Drive collects actual amounts of revenue and COGS according to specified rules and shows them in the report.

To set up actual project data monitoring:

Go to Settings > Company.
Under Project management:
- Select the Project-based accounting checkbox to be able to specify projects or project phases in business documents and record business data by project or project phase.
- Select the Use budget types and items checkbox to be able to create budget types and budget items.
Go to Company.
Under Project management, click Budget types and create budget types that include budget items. For details, see Creating budget types.

Actual project data will be recorded when you post business documents with project or project phase specified. To monitor this data, use the following reports:

Report	Description	How to open
Project analysis by budget item	Shows actual amounts for budget items within the selected period by project. Actual amounts are also shown by project phase if the Track income and expenses by project phase checkbox is selected in the project settings.	Go to Company. Under Project management, click Projects. In the Projects list, select a project line and click Project workplace. In the project workplace, click Project phases reports and select Project analysis by budget item. In the displayed window, select a budget type and fill in other report settings as you need. If you need to view actual data by all projects, clear the Project checkbox. Click Generate. You can also open the report from Company > More reports, in the Project management section.
Analysis by budget item	Shows actual amounts for budget items within the selected period.	Go to Company. Under Reports, click More reports. In the Company reports window, under Project management, click Analysis by budget item. In the displayed window, select a budget type and fill in other report settings as you need. Click Generate.

You can double-click a report line or cell to view other reports and more details on the data in this report line. For example, this can help you understand which data is used to calculate a certain amount in the report.

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