---
title: "Budget/EFC dashboard (PAS)"
slug: "budget-efc-dashboard-pas"
updated: 2026-07-07T18:31:18Z
published: 2026-07-07T18:31:18Z
canonical: "help.wrapbook.com/budget-efc-dashboard-pas"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Budget/EFC dashboard (PAS)

> [!WARNING]
> This help article is related to the Production Accounting Suite (PAS)
> 
> In Wrapbook, production accountants and administrators can manage budgets using either the [Production Accounting Suite](/v1/docs/about-production-accounting) or [Cost tracking](/v1/docs/about-cost-tracking). To understand the differences, [click here](/v1/docs/about-production-accounting#production-accounting-faq).

> [!NOTE]
> The Production Accounting Suite (PAS) is permission based
> 
> To access PAS features in Wrapbook, your account must have one of the following [roles](/v1/docs/permissions-and-access-control) enabled:
> 
> - Role: *Company Admin, Accountant*
> - Custom role with: *Accounting & Cost Tracking / Budgets (Production Accounting) - Full access*

The *Budget/EFC* dashboard in the *Production Accounting Suite* (PAS) is where you can manage and track all costs associated with a production project.

## Access the Budget/EFC dashboard

1. Make sure [*Production Accounting*](/v1/docs/about-production-accounting) has been enabled for your company’s account
2. In the left-side navigation, click the dropdown menu
3. In the dropdown menu, select the project that you want to see the *Budget/EFC* for
4. In the project dashboard’s *Budget & EFC* overview, click **View budget**

## Dashboard elements

The *Budget/EFC* dashboard contains the following information:

### Project budget overview

At the top of the budget is an overview of real-time totals for:

| **Overview** | Definition |
| --- | --- |
| **Period activity** | Sum of items posted within the current period |
| **Activity to date** | Sum of items posted up to and including the current period |
| **Purchase orders** | Sum of open PO commitments up to the current period |
| **Total to date** | Sum of (*Activity to date* + *Purchase orders)* |
| **Estimated to complete (ETC)** | Sum of (*Estimated Final Cost* -*Total to date*) |
| **Estimated final cost (EFC)** | The expected total spend at completion based on current information. Often user-entered or imported, then updated as actuals and commitments change. |
| **Total budget** | Sum of (*Budget* + *Approved overages)* |
| **Variance** | Sum of (*EFC* - *Budget)* |
| **Period variance** | Sum of (*Current-period EFC* - *Prior-period EFC)* |

### Project budget details

On the *Budget/EFC* dashboard you can:

- Click the **Details** tab to see a breakdown of the line items within each *ACCT* section
- Use the *Search* box to find specific line items
- Click the toggle next to Show $0 accounts to hide/show *ACCT*s with no entries

![Overview of the overhead budget with details on actuals, purchase orders, and estimates.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-05T153228.126.png)

*Click the Details tab to see project budget information line-by -ine under each header*

Budget details are listed under the following headers:

| **Header** | Definition |
| --- | --- |
| **ACCT** | The account code tied to your project’s Chart of Accounts (COA). Each line item is tracked against its account number. |
| **Description** | The label or name of the account or cost code, such as *Cast* or *Equipment Rental* |
| **Period actuals** | The amount of money actually spent during the current reporting period (for example: this week or this month) |
| **Actuals to date** | The total of all actual costs incurred from the start of the project through the current period |
| **POs** | The dollar value of committed costs from purchase orders associated with the account. These are funds reserved but not yet fully expensed. |
| **Total to date** | A combined figure showing Actuals to date plus committed POs. Represents everything spent or committed so far. |
| **ETC (Estimate to Complete)** | The projected costs still expected to be incurred for the account from today until project completion |
| **EFC Budget (Estimated Final Cost)** | The running forecast of what the total cost will be for the account by the end of the project **Formula:** EFC = Actuals to date + POs + ETC |
| **Variance** | The difference between the *EFC Budget* and the original budgeted amount. Shows if you’re tracking over or under budget. |
| **Period variance** | The difference between actual costs for the current period and what was budgeted for that same period |
| **EFC reason** | A short explanation provided by the production accountant when updating or overriding an EFC value, recording why the forecast was changed (for example: *Vendor quote revised*) |

## 

### Budget summary

- Click the **Summary** tab to see a summary of each *ACCT* section

![Overview of overhead budget with actuals, purchase orders, and estimated costs displayed.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-05T153034.824.png)

*Click the* ***Summary*** *tab to see an overview of each ACCT line*

## Entering in-cell calculations

When editing budget cells, you can type a value to adjust directly in the cell , without calculating the new total yourself. This is useful when moving money between accounts or making incremental adjustments.

**How it works:**

- To **add** to the current amount: click the cell, type `+` followed by the value you want to add, and press **Tab** or **Enter**
- To **subtract** from the current amount: click the cell, type `-` followed by the value you want to remove, and press **Tab** or **Enter**

The cell will automatically calculate and display the updated value. All related totals — including EFC, variance, and period totals — will update accordingly.

Estimated Final Cost: A number that updates bad on acutal costs incurred against the budget

(Purchase Order) A financial document committing the production to expenditure.

(Chart of Accounts)The master list of all the accounts used to track production costs, expenses, assets, liabilities, and income. These also can be referred to as Cost Accounts. In commercials, typically AICP line numbers are utilized in its stead.

The head of the accounting staff who maintains the financial records of all costs incurred during pre-production, principal photography, post production and final wrap.