Budget Overview
The budget overview dashboard at Budget > Overview gives you a high-level view of your project's financial health. It shows totals by budget category, financing source allocations, and four different "remaining budget" perspectives.
Remaining Budget Perspectives
The overview provides four ways to look at how much budget remains, each answering a different question:
| Perspective | Calculation | What It Tells You |
|---|---|---|
| vs Min Planned | Financing - (Estimated x (1 - margin)) | Best-case remaining budget assuming all estimates come in under |
| vs Max Planned | Financing - (Estimated x (1 + margin)) | Worst-case remaining budget assuming all estimates come in over |
| vs Actual Cost | Financing - Actual costs | Remaining budget based on real invoice amounts where available |
| vs Actual Paid | Financing - Paid amounts | Remaining budget based on what has actually been paid out |
Switch between perspectives to understand your financial position from different angles. Early in a project, the min/max planned views are most useful. As invoices arrive, the actual cost and actual paid views become more meaningful.
How Projections Work
The budget overview uses a blended projection model that combines estimates and actuals:
- Budget lines with invoices use the actual invoice amount (0% margin)
- Budget lines without invoices use the estimated amount with the confidence margin
This means your projections automatically become more accurate as your project progresses and estimates are replaced by real invoices.
Confidence Margins
The margin applied to non-invoiced budget lines depends on the confidence level:
| Confidence Level | Margin |
|---|---|
| Own Estimate | +/- 20% |
| Professional Estimate | +/- 10% |
| Quote | +/- 5% |
| Invoice | 0% (actual cost used) |
Category Breakdown
The overview groups costs by budget category, showing:
- Total estimated amount for the category
- Progress bar indicating how much has been invoiced vs estimated
- Subsidy reductions applied to the category
Financing Source Summary
A summary of each financing source shows:
- Total amount available
- Current depletion (based on actual invoice costs)
- Remaining balance
Subsidy Impact
Approved and disbursed subsidies are factored into the overview calculations. The dashboard shows how much each subsidy reduces the total cost for its linked category. Pending and rejected subsidies are excluded from calculations.
A screenshot of the budget overview dashboard will be added here.