The Capital Budgeting Dashboard is available for Editors and Reviewers in each Capital Budget. This dashboard displays graphics and visualizations of the capital requests submitted or imported into this budget.
Below, you will learn how to:
- Utilize the Capital Budgeting dashboard
Capital Budgeting Dashboard
The dashboard is the first tab you’ll see upon entering a capital budget. This page will be empty if you haven’t added capital requests yet. Only users with editor or reviewer access to the capital budget will have access to the dashboard.
Aggregate all your capital requests and view your capital plan presented graphically.
Click on the image to zoom.
Sorting and Filtering the Dashboard
Filter your requests by Scenario version, budget view, years, departments, or request types.
- By selecting the Scenario Version filter, the values for capital costs, funding sources, and operational costs will be updated to reflect the amounts saved in the version selected.
- The Budget View filter allows you to display a Scenario or the Request Manager view.
- The Scenario Version filter allows you to display the specific version amounts saved per the version selected.
Based on your set filters, here you will see Requested capital requests and capital requests that have been included in a Scenario. Based on the filtered Scenario, requests will be displayed in tables based on form type.
Note: If you have a Capital Budgeting Lite subscription, Requested and Included will be the same, since the Dashboard is looking at Initial Requests only.
Display Specific Data
Display Capital Costs, Operational Costs, Cost Savings, Funding Sources, and more by year and across all years.
- Funding sources will be displayed by the funding sources you designate. All other views will be organized by department.
- Select a Department or Funding source to exclude it from a chart.
Download and Export the Dashboard
Next to any graphic, select the download icon to export the information presented as an image or a spreadsheet.
Pro Tip: Select a request name to view all the details of that request.
Click on the image to zoom.
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