Budget Overview panel provides detail view of Budget information. The purpose of an Budget overview panel is to give users a quick glance at the most important information about Budget without requiring them to dig into detailed data or reports.
Budget Overview panel divided into 3 main areas:
- Budget Information, Budget Period
- Budget Summary
- Budget Monthly Details
Budget Information Panel:
- Provides Currently selected Budget information Like Cloud Account number
- Budget Period Search - to search budget records for specific period from selected budget
- Add Funds - To add Additional Funds and Override threshold amount
Budget Summary Panel:
- Provides all the edits occurred on the current budget
- ~Like Budget activity Type, Start and End Date, POP Months (period of Performance), Amount entered
Monthly Budget & Threshold Details:
- Fund Distribution Section
- ~Shows Budget Month, POP Period, Initial Allocated Funds, Amy Additional Fund Added, Any Override Amount, Total Fund for that month
- Threshold Section
- ~Soft Cap and Hard cap Triggered status, Override Flag Set
- Budget Threshold Amount
- ~Prorate Amount, Soft Prorated Threshold Amount, Hard Cap Threshold Amount, New Override Threshold Amount
- Monthly Spending
- ~Actual Spending, Budget Left
- Last Refresh Date
- ~Budget Status and Last refresh Date