Track project spend by month

The Spend timeline shows what each project spent in each month, and highlights spend that falls outside the project's dates. Use it to put project dates right, and to decide which months of a project belong to an asset.

You need access to the roadmap to open it. Without access to financial figures you see days of effort instead of money, and you need access to edit projects to change dates — ask your Flowstate admin.

Only submitted weeks count

The Spend timeline shows effort from weeks team leads have submitted. Weeks nobody has submitted don't appear. See Review and submit your team's week.

Read the timeline

1. Go to Delivery → Roadmap → Spend timeline.
2. Choose the period. It opens on the current quarter.
3. Read one row per project with spend in the period: its dates (ongoing if it has no end date), Cost centre, Total, then one column per month.
4. Hover a cell to see the month and the amount.
5. To open a project, select its name. Its project page opens.

In the legend	Means
Spend	Spend inside the project's dates.
Outside project dates	Spend before the start date or after the end date, shown in amber.
Start and end dates	The project's dates, drawn on the grid.

When some spend falls outside project dates, a line above the grid gives the total and how many projects it's across.

Sort, group and filter

• Sort by Start date, Cost centre or Total.
• Group by status.
• Filter by:
  • Resource type — untick Employees, Contractors or AI agents to leave them out of every figure.
  • Cost centre, including No cost centre.
  • Status.
  • Total cost (or Total FTE days) above or below an amount.

Change a project's dates

1. Find the project's start or end line on the grid. The legend says Start and end dates — drag to change when you can.
2. Drag the line to another month.
3. Check for the message Dates updated.

The date moves to that month, and the amber cells update. Inside a scenario, the change is saved to the scenario. An ongoing project has no end line to drag.

Export

1. Set the period, filters, grouping and order you want.
2. Click Export.

You get an Excel workbook with every project that matches, in the same order and grouping as the screen.

If something's not right

A project isn't listed. It has no submitted effort in the period, or a filter hides it. Widen the period or clear the filters.

A month is empty, but people worked on the project. Their team hasn't submitted that week. Check the Review tab in Effort reporting.

Dates I dragged changed back. The project is linked to Linear, which can widen a project's dates on the next sync. Change them in Linear.

I can't drag the dates, or Export is greyed out. You don't have access to edit projects, or there are no rows for the period and filters you've chosen.