Project Cost Summary Page

Cost summary information is displayed for approved budgets only. This summary gives visibility of budget status and allows you to anticipate expenditures that may need to be considered. The columns displayed on the Cost Summary page are contingent on what is included in the cost summary layout. Cost summary layouts are created by the e-Builder administrator and used to view different sets of information.

If cost is not yet in use for this project, you need to first set a budget.

The different statuses of a cost entity (budget changes, commitments, commitment changes, and invoices) can also be used in the Processes module to track different phases of an approval process.


The Financial Summary shows detailed cost information for each line item in the budget. Click a line item link to open the Line Item Details page and view the dollar breakdowns that are totaled in the cost summary. You can also click the dollar amounts to view detailed information.

  • Layout: Click this drop-down arrow to view the different layouts available for this financial summary. Cost summary layouts are created by the account administrator. For more information on cost summary layouts, see Cost Summary Layouts.

  • Group By: Click this drop-down arrow to select a different view from which to see and group budget lines items by. Options in this drop down menu are based on your account code structure, in other words, it is based on how you are rolling up your costs.

  • Microsoft Excel® Icon: Click to export the Financial Summary to a Microsoft Excel® spreadsheet as it is currently displayed.