Budget Dashboard — a place where you can view Build Plan Budgets, monitor budgets performance, compare budgets.

Access to the dashboard

The BP dashboard is accessible for the "FSMFinancial" user group.

Available Build Plans

Users with administrator access see all active Build Plans.

Users with Financial Access (included to FSMFinancial user group) see:

• all Direct Cost Build Plans, if they have the appropriate Employee Role "All direct Cost BPs Financials"
• both direct costs and overhead Build Plans if they are assigned to the Employee Role "Full Financial" 
• Build Plans where they are:
  • a Build Plan Owner
  • a Project Owner
  • a member of Project Role with "finance access".

Summary Tab

Summary tab present data for closed Build Plans.

By default, we show information for the last 12 months to the 1st date of the current month. Use filter by year to view data for the different period of time.

The tables contain the totals of planned/actual revenue, the totals of planned/actual spend and the variances.

Projected Revenue = Planned Revenue from the BP Budget for the selected time frame.

Actual Revenue = the total of all BP CIM Invoices (CIM Invoices Financial Distributions) for the selected time frame.

Variance Revenue = Projected Revenue – Actual Revenue 

Projected Spend = Planned Revenue from the BP Budget for the selected time frame.

Actual Revenue = the total of expense type of Financial Distributions (Time Cards, BOMs, CODs, VIM Invoices)

Variance Spend = Projected Spend – Actual Revenue   

The Chart displays dynamic change of difference in Build Plan planned and actual spends. We use variance spend amounts from the table and sum them over the month to plot.

Total Actual Spend ($) = the total of BP Actual Spend for the selected time frame 

Variance ($) = Total Projected Spend ($) – Total Actual Spend ($)

Variance (%) = Total Projected Spend ($)/Variance ($) 

Details Tab

Switch to Details tab to view the list of Build Plans Budgets with breaking down on budget items. Here we show all Build Plans available for you. See the section on top about access to the dashboard.

Read more about BP Budget table here.