Budget Monitor

Budget Monitor in the Budgetary Control Dashboard enables you to monitor budget consumption for your choice of key accounts. You can start at a high level and then drill down to any segment along your choice of single or multi-level hierarchy.

In every step along the hierarchy, you can easily spot line items that are running low in funds with configurable color coding, such as highlight a line item red if it more than 90% of the budget is consumed.

Also, at any step along the hierarchy, you can drill through from a budget or consumption balance to the budget entries or transactions that make up the balance.

You can create your own private budget account groups to track a collection of line items that you want to monitor. Alternatively, a centralized, administrative user in your organization can create public budget account groups and make them available to any users who have access to the underlying control budget.

In the absence of the centralized, administrative user, the budget manager of the underlying control budget can update, delete, or change the owner of a public budget account group. If you're the budget manager, and you want to make a budget account group private to yourself, set yourself as the owner to enable the access field on the Edit Budget Account Group page.