Budgets

The Budget Insights Dashboardshows a breakdown of programs, funding sources, and payments for budgets.

Navigate to the Insights area.
Select the Budgets tile to open the Budget Insights Dashboard.

Tip: Select the Download snapshot button to download a PNG file of the Overview section. The Budget Table is not included in the snapshot.

The Budget Insights Dashboard is divided into two sections - Overview and Budget Table.

Tip: You can filter the data shown across all sections by selecting the budget status at the top of the page. You can further customize the view by selecting specific budgets from the appropriate field.

Section Data Displayed Available Actions

Section	Data Displayed	Available Actions
Overview	This section shows the following information in charts and widgets: Total allocated Number of funding sources Number of payments Total payment amount Total remaining Total unavailable for payments Note: A comparison of the percentages of Total remaining, Total spent, Total unavailable, and Total reserved is also shown.	None
Budget Table	This section shows a table view of the following information for each budget: Budget name Type (cash or in-kind) Total allocated Number of payments Total payment amount Total unavailable for payments Total remaining Total reserved Number of payments Number of funding sources Status	Select the Download results button to export a `CSV` file. Select the Filter button to apply filters based on the available columns. Select the name in the Namecolumn to open a new Budget Dashboard that drills down on that specific budget. This dashboard will include similar data as well as information about the programs to which it is assigned.

Overview

This section shows the following information in charts and widgets:

Total allocated
Number of funding sources
Number of payments
Total payment amount
Total remaining
Total unavailable for payments

Note: A comparison of the percentages of Total remaining, Total spent, Total unavailable, and Total reserved is also shown.

None

Budget Table

This section shows a table view of the following information for each budget:

Budget name
Type (cash or in-kind)
Total allocated
Number of payments
Total payment amount
Total unavailable for payments
Total remaining
Total reserved
Number of payments
Number of funding sources
Status

Select the Download results button to export a CSV file.
Select the Filter button to apply filters based on the available columns.
Select the name in the Namecolumn to open a new Budget Dashboard that drills down on that specific budget. This dashboard will include similar data as well as information about the programs to which it is assigned.