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Budget Management Dashboard

The Budget Management Dashboard is the home page after signing in. It provides a quick overview of your current budget status and actionable shortcuts across a responsive tile layout.

Layout

The dashboard displays tiles in a responsive grid: three columns on desktop, two on tablet, and one on mobile. Each tile has an icon header and a View button to navigate to the full page.

Tiles

OPEX Snapshot

  • Small table with three rows: last year (Y-1), current year (Y), and next year (Y+1)
  • Columns appear only when there is data (Budget, Revision, Follow-up, Landing)
  • Numbers are rounded to the nearest thousand and shown with a "k" suffix (e.g., 7 846k)
  • Click View to open the OPEX list

CAPEX Snapshot

  • Same layout and formatting as OPEX
  • Click View to open the CAPEX list

My Tasks

  • Shows how many tasks are assigned to you (excluding "done")
  • Lists the 5 tasks with the closest due dates (overdue included). Tasks without a due date are not shown
  • Click View to open the Tasks page

Next Renewals

  • Shows the next 5 contract renewal deadlines (future dates only)
  • Click View to open the Contracts page

Data Hygiene (OPEX)

  • Quick counts to help clean your data:
    • Items without IT owner
    • Items without Business owner
    • Items without a Paying Company
    • CoA mismatches (the selected account doesn't belong to the paying company's chart of accounts)
  • Click any count chip to navigate to a filtered OPEX list

Quick Actions

  • New OPEX and New CAPEX buttons (visible if you have permission)
  • Recent OPEX updates (last 5 items changed)

Top OPEX (Y)

  • The largest OPEX items for the current year
  • Amounts rounded to thousands with a "k" suffix
  • Click View to open the Top OPEX report

Top Increases (Y vs Y-1)

  • Largest increases in spend compared to last year
  • Amounts rounded to thousands with a "k" suffix
  • Click View to open the OPEX Delta report

Tips

  • All numbers on the Dashboard are rounded to thousands for compact display. Open the OPEX/CAPEX lists or Reports for exact values.
  • Some actions (like creating new OPEX/CAPEX) may be hidden if you don't have the right role.