Budget Report - Shifton Help

Analyze labor costs by project with breakdowns of active employees, time worked at different rate tiers, and total expenses.

What Is This?

The Budget report gives managers a project-level financial view of labor costs. It shows how many employees were active on each project, how many hours were worked at different rate tiers (100% base, 200% overtime, 300% night/holiday), and the associated costs. The report uses a multi-level table structure with summary rows per project and a grand total at the bottom.

This report is essential for project budgeting, cost tracking, and comparing actual labor spend against planned budgets.

Prerequisites

#	Prerequisite	Details
1	Pay rates configured	Employee or position pay rates must be set up for cost calculations.
2	Published schedules or attendance data	Time worked data comes from schedules or the Attendance module.
3	Manager, Admin, or Owner role	Full access requires elevated permissions.

Step-by-Step Instructions

Accessing the Report

Step	Action	Expected Result
1	Navigate to Reports from the left sidebar.	The Reports page opens.
2	Select Budget from the report list.	The report loads with filters and the multi-level data table.

Applying Filters

Filter	Type	Description
Projects	Multi-select	Filter by one or more projects.
Date range	Date picker	Select the period to analyze budget data.

Step	Action	Expected Result
1	Select the desired projects and date range.	Filters are configured.
2	Click Apply Filter.	The table updates with budget data for the selected criteria.

Reading the Report Table

The Budget report uses a multi-level table structure:

Level	Description
Project header row	Shows the project name. All rows below belong to this project until the next project header.
Date rows	Individual rows per date showing daily breakdown of employees, hours, and costs.
Project summary row	Aggregated totals for the project across all dates.
Grand total row	Overall totals across all projects at the bottom of the table.

Column	Description
Project	The project name (shown in header rows).
Date	The specific date for the row.
Active employees	Number of employees who worked on this project on this date.
Time worked — 100%	Hours worked at the base (100%) rate.
Time worked — 300%	Hours worked at the 300% rate (e.g., night or holiday shifts).
Time worked — 200%	Hours worked at the 200% rate (e.g., overtime).
Time worked — Total hrs	Total hours across all rate tiers.
Costs	Total labor cost for this row based on hours and applicable rates.

Access Permissions

Role	View Report	Export Report	See All Projects
Employee	No	No	No
Manager	All	Yes	Yes
Admin	All	Yes	Yes
Owner	All	Yes	Yes

FAQ

Q1: What do the 100%, 200%, and 300% rate tiers mean?
These represent different pay rate multipliers. 100% is the base rate for regular hours. 200% typically applies to overtime hours. 300% typically applies to night shifts or holiday work. The exact definitions depend on your company’s pay rate configuration.

Q2: How are costs calculated?
Costs are calculated by multiplying the hours worked in each rate tier by the applicable pay rate for the employee or position. The total cost is the sum across all tiers.

Q3: Can I compare budget across multiple projects?
Yes. Select multiple projects in the filter, and the report shows each project separately with a grand total row at the bottom for comparison.

Q4: Does this report include bonuses and penalties?
No. The Budget report focuses on base labor costs from hours worked. For bonuses and penalties, use the Bonus/Penalty report. For a complete salary view, use the Pay Rate report.

Possible Issues and Solutions

Issue	Possible Cause	Solution
Costs show 0 for all rows	Pay rates are not configured for employees or positions.	Set up pay rates in Settings > Pay Rates or in individual employee profiles.
A project is missing from the report	The project filter may be excluding it, or no shifts were worked for that project.	Reset filters to show all projects, or verify that shifts exist for the project in the selected period.
Rate tier hours do not add up to total	Rounding of partial hours.	Export the data for precise calculation. Small differences are typically due to display rounding.
Grand total seems too high or low	The date range may include more or fewer days than expected.	Double-check the date range filter values.
Some dates show 0 active employees	No shifts were scheduled or worked on those dates for the project.	This is expected for days off or non-working days.