Budget Overview
Who can view budget overview?
Users with Valid Permissions to view the Report pages will have the access to Budget Overview Report
Budget Overview
In this article
Empower your team with full visibility into project finances across your entire workspace. Our Budget Dashboard allows users to monitor the financial health of every project in real-time. Track allocated budgets, compare fixed vs. variable types, and view precise start and end dates. With automated status indicators, you can instantly identify which projects are "Healthy" and which "Need Attention" based on remaining funds. Plus, generate deep-dive reports for any section across all workspaces to stay data-driven
How to view budget overview?
- Click on the Reports icon in the sidebar menu.
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A drop-down menu will then show up.
- Choose the Budget Overview section from the drop-down menu.
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User can filter the list using worspace, space, section. Users can search using section name specifically.
- Users can scroll all the workspace & get information like Budget Left, Allocated Budget, Actual Budge spent etc. for each section/project.
