Help CenterThe Summary section provides a visual overview of how each cost center’s items are being used across different areas - such transactions, allocations and timesheets.
It is a read-only area, meaning no data can be edited here. Instead, it serves as an analytical dashboard that consolidates financial and operational information in real time, offering insights into usage patterns, spending distribution and resource activity.
The Summary view is composed of the following charts:
Total by Item Month
This chart provides a monthly breakdown of total expenses by item, helping users track financial performance and identify cost trends over time.
Each bar represents the accumulated value of a specific item category while a line show the accumulated total for comparative analysis.
It’s particularly useful for monitoring budget evolution and spotting peaks or anomalies in spending behavior.
Total by Item
This donut chart summarizes the overall distribution of expenses across all cost items.
Each segment represents the proportional share of an item in the total amount, allowing quick identification of the most significant cost contributors.
Hovering over a section displays the monetary value and item name for precise review.
Total by Resource
This chart provides a resource-based view of spending, showing how total costs are distributed among individuals linked to the cost center.
It enables managers to identify which resources are most involved in cost-related activities and facilitates accountability and performance analysis.
Total Hours Allocated by Resource by Item
This section displays the total number of hours allocated by each resource to specific items, helping correlate time investment with financial outcomes.
If no hours are logged for the selected period, the section will indicate “No matching records found.”
Total Hours Spent by Resource by Item
Similar to the previous chart, this visualization shows actual hours worked by resources for each cost center item.
It helps evaluate effort distribution and identify discrepancies between planned and actual time spent, supporting more accurate forecasting and capacity planning.