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Budget management overview

The budget management overview gives you a high-level view of where your IT spend stands right now: OPEX and CAPEX snapshots, upcoming deadlines, data quality indicators, and the items that deserve your attention most, all in one place.

Where to find it

  • Path: Budget management > Overview (/ops)
  • The page you land on after login is your personal dashboard. Open this overview from the Budget management workspace.

Layout

The overview is built from tiles arranged in a responsive grid: three columns on a wide screen, two on a tablet, and a single column on mobile. Each tile has an icon, a title, and usually a View button that takes you straight to the full page behind the data.

Tiles

OPEX snapshot

A compact table covering three fiscal years: last year (Y-1), current year (Y), and next year (Y+1). Up to five value columns appear: the budget columns your organisation shows, under their names (Budget, Revision, Actuals and Expected landing with the standard settings, plus Forecast when it is shown). A column shows when it holds an amount for at least one of the three years. Hidden columns never appear. The OPEX and CAPEX tiles show the same columns. All amounts are rounded to the nearest thousand and displayed with a "k" suffix (for example, 7 846k).

Click View to open the OPEX list.

CAPEX snapshot

Same layout and formatting as the OPEX snapshot, but drawn from your capital expenditure data.

Click View to open the CAPEX list.

My tasks

Displays the total number of open tasks assigned to you (tasks marked "done" are excluded), followed by the five tasks whose due dates are closest. Overdue tasks are highlighted in red. Tasks that have no due date set do not appear here.

Click View all to open the Tasks page.

Next renewals

Lists the next five contract cancellation deadlines that are still in the future. Past deadlines are automatically filtered out so you only see what is coming up.

Click View all to open the Contracts page.

Data hygiene

Four checks that help you spot incomplete records at a glance. The tile shows one column of counts per item type you can read: OPEX and CAPEX side by side.

  • No IT owner: items missing an IT owner
  • No business owner: items missing a business owner
  • No paying company: items without a paying company
  • Account not in the company's chart: items whose account does not belong to the paying company's chart of accounts

A count turns orange (red for the chart check) when it is above zero. Click a count to open the list of that type.

Quick actions

Shortcut buttons to create a new OPEX or CAPEX item directly from the overview. These buttons are only visible if your role grants you at least opex:manager or capex:manager permissions.

Below the buttons, a Recent updates section lists the five most recently edited items, OPEX and CAPEX together. Each row shows the date of the last edit, the item name and its type. Click a row to open the item.

Top items (Y)

The five largest items for the current year, ranked by the default column. The title names the column, for example Top items (Budget, Y). Amounts are rounded to thousands with a "k" suffix.

Use the OPEX / CAPEX tabs in the tile header to choose the item type. The tile remembers your choice. Click Open to view the full Top items report on the same type.

Top increases (Y vs Y-1)

The five items with the largest increase in the default column compared to the previous year, computed over every item of the type. The title names the column, for example Top increases (Budget, Y vs Y-1). Items whose amount stayed flat or went down do not appear. Amounts are rounded to thousands with a "k" suffix.

Use the OPEX / CAPEX tabs in the tile header to choose the item type. The tile remembers your choice. Click Open to view the full Top increase / decrease report on the same type.

A type you cannot read is disabled in the tabs and has no column in Data hygiene. If you can read neither OPEX nor CAPEX, these tiles are hidden.

Tips

  • Which column the tiles use: A budget administrator chooses the default column and the column names in Budget columns. The top tiles and the reports they open follow that choice.
  • Rounded numbers: Every amount on the overview is rounded to thousands for a compact view. Open the OPEX or CAPEX list, or the reports, when you need exact figures.
  • Missing buttons: If you do not see the New OPEX or New CAPEX buttons, your current role does not include the required manager permission. Ask your administrator to check your access.
  • Empty tiles: A tile that shows "No data" simply means there are no records of that type yet. Once you or your team start entering data, the tile will populate automatically.