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Budget Execution·지원 코드BUD-003 관리자 / 담당자용

Department Budget Dashboard for Managers

Department heads can monitor real-time budget consumption and receive alerts when spending approaches limits.

[Access]

Planning → Budget Management → My Department Budget (for department manager role)

[What is shown]

  • Monthly consumption rate (visual gauge)
  • YTD spent / budget / remaining
  • Spending by expense category (bar chart)
  • Month-over-month comparison

[Alert settings]

Receive notifications when consumption crosses thresholds:

  • 70%: Yellow alert
  • 90%: Red alert

⚠ Default values may vary by tenant.

Configurable in Admin Settings → Budget → Alert Settings.

[Practical use]

Share budget status with your team early when funds are running low.

[Export monthly report]

Top-right Export Report → PDF or Excel for management reporting.

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관련 문서

Reading Monthly Budget Reports

How to read and use monthly budget management reports.

Cost Center Analysis and Budget vs. Actual Comparison

Set up cost centers, allocate expenses to them, and run budget vs. actual variance reports.

Budget vs. Actual and Variance Analysis

How to track actual spending against approved budgets and analyze variances in WorkVell.

같은 카테고리의 문서

Budget vs. Actual and Variance Analysis

How to track actual spending against approved budgets and analyze variances in WorkVell.

Linking Expenses to Budget Line Items

How to link expense claims to budget line items so they automatically update budget actuals.

How to Read Budget Variance Analysis

Basics of variance analysis: how to read favorable vs. unfavorable variance and execution rates.

Budget Transfer (Reallocation) Between Departments or Line Items

Submit a budget transfer request to move funds from a surplus area to a deficit area within your organization.

이 문서를 본 사람들이 함께 본 문서

Budget Transfer (Reallocation) Between Departments or Line Items

Submit a budget transfer request to move funds from a surplus area to a deficit area within your organization.

Linking Expenses to Budget Line Items

How to link expense claims to budget line items so they automatically update budget actuals.

How to Read Budget Variance Analysis

Basics of variance analysis: how to read favorable vs. unfavorable variance and execution rates.

Monthly Budget Consumption Rate Monitoring

How to monitor monthly budget consumption rates and manage spending pace.

Delegating Authority to Department Heads

How to delegate specific admin functions to department heads and team leaders.

Building a Feedback Culture with Real-Time Feedback

How to set up real-time continuous feedback loops outside the formal review cycle.

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