Purpose
This article covers how to track actual spend against your budget in SiteRise.
Who Uses This
Project managers and executives monitoring financial performance throughout a project.
How It Works
Budget Tracking compares actual costs recorded against your planned Budget, by Cost Category and over time.
As costs are logged (e.g., through change orders or invoices), they're reflected automatically in your tracking view.
Variances are typically highlighted so you can quickly spot categories running over or under budget.
Best Practices
Review budget tracking weekly or at a cadence that matches your project's pace.
Investigate variances as soon as they appear, rather than waiting until project close.
Use Forecasting alongside tracking to anticipate future variances (see Forecasting).
Troubleshooting
If tracking numbers seem off, confirm all relevant change orders and costs have been properly logged.