Theresa, I was wondering if you have already tried a Project (Financial Data) report? This report allows you to use "Allocation Date" to report on "Planned Labor Cost", "Planned Labor Revenue", Planned Labor Cost Hours", and Actuals during specific months or years. Here is what I would start with and then manipulate until I got the look I liked: 1. Create a new Project (Financial Data) report 2. Columns: "Planned Labor Cost", "Planned Expense Cost", and "Total Planned Cost" summarized by Sum 3. Groupings: Matrix report with "Project Name" on the Left and "Allocation Date" on the Right with the dates grouped by Year 4. Filters: Choose the Portfolios you want or don't want in the report and project status being Current This will give you all the budgeted costs by year, as long as your project was set-up correctly with planned hours and costs associated with the job role or person assigned to each task and durations/dates set correctly for when the work happens. The key to this report, besides the project plan being set-up correctly is that it is one of only 2 or 3 reports that uses "Allocation Date" which is very powerful for getting the data you are looking for at the project level only. Sadly enough,"Allocation Date" does not work at the task level. Please let me know if this works/helps! David Taylor moventus