Off of your Time & Budgets tab for a contact, you will see all of the budget data that is pulled in from the contact’s work items where there might be a budget or actual time entered. You can use the following filters further to refine your view:

  • Time Entry Date

  • Work Type

  • Work Status

Note: If you have refined your Time & Budgets view by using the filters, whatever data you are viewing will be the data that is exported from the download icon in the Budget by Work Type (or Work) section.

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