month over month burn report

[LauraBa13]

Hello! 

I'm trying to build a month-over-month burn report in Workfront, but I can't find the correct fields to generate this data. My objective is to create a monthly report to show the progression of the planned benefit burn. For example, I have a 100k as my planned benefit on a given project. In January, based on the actual hours entered, I burned 10k (showing the remaining 90k). In February, my starting point is 90k, and I burned 20k (showing the remaining 70k) and so forth. How can I proceed here? It's currently just letting me see the current month, and not the progression of the burn. 

[KellieGardner]

Workfront doesn't calculate the data that way for you to report on. It's more running totals vs monthly totals or calculations month to month.

You likely need to create a series of calculated fields to help you get this data or try to get what you need from some of the native financial reports Workfront has that group by "allocation date". Use Adobe Workfront built-in reports | Adobe Workfront

[Doug_Den_Hoed__AtAppStore]

Hi @LauraBa13,

What you're describing reminds me of our Budget Vs Actual Quarterly Burn Report solution, which lets you set each Project’s Annual Requested Amount and Quarterly Budgets, then track and monitor actuals to manage the quarterly dollars and % Burn. We have a monthly version that works similarly on our roadmap, so if you're interested in more details, I'd be happy to chat further via doug.denhoed@atappstore.com

Regards,

Doug

[kautuk_sahni]

@LauraBa13  just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!