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Budget

Budget KPI dashboard: periods, planned, committed, spent, available.

Who can use this​

  • FINANCE
  • ADMIN

Path​

/finance/budget

Dependencies​

  • Budget periods and lines exist.
  • Expenses post against lines before spent moves.

Screenshot​

Budget desktop

Budget mobile

Steps​

  1. Open Budget dashboard at /finance/budget as FINANCE.
  2. Review KPIs: Periods, Open, Planned, Committed, Spent, Available.
  3. Open Periods, Lines, Expenses, or Variance for detail.
  4. Investigate negative available before approving more spend.
  5. Close periods only when reporting is final.

Fields and actions​

  • KPI strip
  • Links: Periods, Lines, Expenses, Variance

Common mistakes​

  • Reading spent before expenses were posted
  • Opening variance on the wrong period