Budget Overview#

The “Budget Overview” widget gives you a quick overview of the current project or release status. In a table, you see summaries for all overdue items, items due this week, items due next week, and all remaining items.

For each category, the estimated remaining work, the degree of completion, and the actual work related to the planned value are shown. The widget can be configured in terms of various aspects such as project, priority, status, and release.

The widget must be configured to display something.


You can select the project and/or the releases that you want to consider in the budget overview. If you only select the project, all releases of this project will be considered.

You can summarize the overview according to various criteria. Grouping is possible for

  • Project and release, for an overview for each selected project or release;

  • Item status for an overview for each selected status;

  • Item priority for an overview for each selected priority;

  • None, for a representation without grouping

Moreover, it is possible to apply a filter to only consider a subset of items, e.g. only items with a certain status or with a certain priority.

Default Widget Configuration#

The following figure shows the widget with a single release of a project and without grouping.

On the left side, you can see the four temporal categories overdue, due this week, due next week, and all others. All others mean that they either have no due date or the due date is after the end of next week.

Each temporal category is divided into items that you are responsible for, items for which you are registered as a manager, and all items. The “all” row includes the two previous rows.

Completion is calculated as the sum of the booked work (sum of booked work + estimated remaining work). Note that the original planned value is not considered in the calculation of completion.

The right column shows how much of the original planned work has already been spent. If this value exceeds the completion, the project is likely to be more expensive than planned.

At the bottom, two more numbers are displayed. The first number gives an indication of how much a project is behind schedule. The second number gives an indication of how well a project is doing when only the current week is considered. If this number is close to the number of people currently working on the due tasks, times the remaining number of working hours in this week, the project is pretty much on schedule.

Grouped by Priority#

You can group the budget overview according to different criteria such as priority.


The grouping category is displayed in the header of the second column from the right.

You can limit the displayed priorities by applying a corresponding priority filter in the configuration of the budget overview. This way, you can monitor only the high-priority tasks and leave those with low priority unconsidered.

Grouped by Status#

This widget configuration is the same as for grouping by priority, except that the status values are displayed.

You can adjust the displayed statuses by applying a corresponding status filter in the budget overview.