How to Use the Portfolio Overview for Budget Insights

Introduction

This guide will show you how to use the Portfolio Overview in Easy8 to gain insights into project budgets. This feature provides a clear overview of financial data across projects, helping you monitor planned and real incomes and expenses in one place.

Target Audience

User

Prerequisites

Before starting, ensure you have:

Access to the Budgets statement feature
Proper permissions to view project budget information

How to Use the Portfolio Overview

Step 1: Open Portfolio Overview

Go to the Global menu
Click on Budgets statement (found in the Business section)
Once on the dashboard, locate the small right-side menu
Click on Portfolio overview to access the table with project-level financial data

Step 2: Review Budget Columns

Portfolio Overview shows your project portfolio — a summary of all projects with the Budgets module activated and matching your filtering criteria.
The table includes default columns such as:
- Planned income
- Real income
- Planned expense
- Real expense
- Budget difference (auto-calculated)
These columns are controlled by the "default filters" set in Administration.

Step 3: Customize the View

Use the Options menu to choose which budget-related columns to display (e.g. travel costs, profits, revenues, etc.)
Use the Filters menu to narrow down the displayed projects (e.g. by project status)
Click on any column title to sort the results ascending/descending
These changes are personal and do not affect other users' views
You can export the table using the Exports menu in the bottom right corner (formats: CSV, XLSX, PDF, Print)
For more on working with filters and columns, see the dedicated tutorial (insert link here)

Step 4: Interact with Data

Click a project name to open its detailed dashboard and budget statement

Step 5: Data Refresh Behavior

To optimize overall system performance, data in the Portfolio Overview is updated automatically once per day
This default refresh rate cannot be changed
If needed, you can manually trigger a refresh by running the scheduled task: Projects budget overview recalculation in Overview of scheduled tasks (accessible from Administration)

Corner Situations

Conclusion

You have successfully learned how to access and use the Portfolio Overview to track project-level budgets. It helps you compare financial progress across projects and spot any gaps.