Were your expenses allocated to the project? Are your expenses showing in the account you anticipated within the date timeframe for the report? Just a couple of suggestions.

I am able to see the allocated expenses on all other project reports (allocation/income reports), but they do not show on the budget vs actual. I have tried switching the budget frequency and have tried playing around with dates but am still not able to see my expenses on the report. 

Are you using the Actual vs. Budget Report that is available Reports/Projects/Budget/Actual versus Budget? This report appears to be working as it should when I have the Sample Company open. The next thing I would check is to be sure you are requesting the correct Fiscal period for the Budget. I suspect that the detail is not available on this report as I can only get the total project revenues and expenses to compare with the Budget.

Yes I am trying to use the Actual vs Budget Report.  After looking at a sage sample company I notice the expense amounts on the Budget Vs Actual Project report come from the sales invoices when items are moved out of inventory. Is this the only way to track project budgets? Ideally, my goal is to compare all the expenses I have allocated to the project to the budget. 

Unfortunately I do not use projects for any of my clients so I was just trying to make some suggestions with the hope someone who uses projects regularly chimes in. Maybe someone from Sage who monitors this forum, Erzi, will be able to help.

Thank you for your tips and suggestions Alwyn, yes hopefully from sage may be able to clarify and help! 

I am not a Sage employee but I will give it a shot.  I am not seeing a clear understanding of the exact problem so I am going to make an assumption.

In the image below are two reports for Budget vs. Actual.  Are you seeing the first one and you wish to see the second one?

Hi Richard. The issue is that the expenses I am allocating to a project do not show up on the Budget Vs Actual ProjectReport. After reviewing the sage sample company I can see that any 'actual' expenses on the report came from the sales journal when inventory was affected. I do not use inventory with this client.  Perhaps if someone can list the steps they use to set up project budgeting without inventory/services I can see if I have missed a step. I have highlighted the information I am missing when I pull up the report on your example.

What account numbers are you posting to?

Which modules are you posting from?  Each module allows you to post to projects but each account number has the ability to allow project posting or not.

If you are posting to balance sheet accounts, they will not show on this report.  However, they will show on the Project Allocation report.

Hi Richard,

I have been trying it with COG's I have gone onto each account and checked the box to allow budgeting, as well I have gone under the project itself, allowed budgeting, and added the accounts under budget expense details. Then, when I post on the purchase journal I use the account I have allowed for budgeting as well as allocate that expense to the project I have turned on budgeting for. Again I do see all my expenses under the project income and project allocation report. I just do not see these expenses on the project budget vs actual report. 

Without seeing the database run directly, the only thing I can think of is what Alwyn said, the dates must be wrong.  Sorry but I don't see any other option right now.  Roughly about 70% of the time if you don't see what you think you should see on a report, it's the dates, roughly 10% the report is filtered or you have a report that specifically hides zeros, etc.

Unless it is as simple as "Your entire column for Actual is missing".  If so, right-click the column headers and put it back on.  See image below.