Budget Dashboard
Central visibility of allocated, spent and available budget.
AI-POWERED AUTOMATION MODULES
Budget & Cost Control
Know where your budget stands before spend becomes a problem.
WareConnect gives finance and operational teams visibility over allocated budgets, spend and available balance, with the ability to drill from headline position into jobs and transactions.
The business problem
A budget is more useful when it is connected to the activity that consumes it. WareConnect helps teams understand how much has been allocated, how much has been spent, what remains available, which jobs are consuming budget and which transactions are driving the position.
How it works
Illustrative financial-control view
Your budget position, connected to the detailTotal Allocated
Total Spend
Available Balance
- Job Code Summary
- Job Drill-Down
- Transaction Breakdown
- Create the budget
Set up budgets for the relevant period and business context.
- Control access
Ensure budget information and actions are available to the appropriate users.
- Connect spend activity
Relevant transactions contribute to the budget position as they progress.
- Monitor the overall position
Use Total Allocated, Total Spend and Available Balance as headline measures.
- Filter the view
Analyse by Year, Quarter, Month, Date Range, Entity and Budget Status.
- Drill into the job
Use Job Code Summary and budget breakdown views to see where spend is occurring.
- Drill into transactions
Inspect the PR, PO and paid activity contributing to the budget position.
- Export for analysis
Download budget information to Excel for further analysis and reporting.
Key capabilities
Time-Based Analysis
Filter by Year, Quarter, Month or Date Range.
Entity Filtering
Focus the view on the relevant business entity.
Job Code Summary
Understand how jobs contribute to the overall financial position.
Job Drill-Down
Move from summary to detailed job-level budget information.
Transaction Breakdown
Investigate the underlying PR, PO and paid activity.
Budget Status
Manage whether budgets are available or inactive.
Excel Export
Download dashboard information for further analysis.
Frequently asked questions
What does the Budget Dashboard show?
Total Allocated, Total Spend and Available Balance, with drill-down into job and transaction detail.
Can we filter by time period and entity?
Yes. The current dashboard supports Year, Quarter, Month, Date Range, Entity and Budget Status filtering.
Can we see the transactions behind the spend?
Yes. The transaction breakdown can show relevant PR, PO and paid activity.
Does this replace specialist FP&A software?
No. Position WareConnect around operational budget control and transaction visibility, not enterprise planning or forecasting.
See Budget & Cost Control in action
Know where your budget stands before spend becomes a problem.
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