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Budget Execution·지원 코드BUD-012 관리자 / 담당자용

Reading Monthly Budget Reports

How to read and use monthly budget management reports.

[Structure of the monthly report]

Budget Management → Monthly Report

  1. 1.Month budget: the monthly budget set at the start of the period
  2. 2.Month actual: actual spend/costs for the month
  3. 3.Achievement rate: Actual ÷ Budget × 100
  4. 4.Month variance: Budget − Actual (+ within budget, − over budget)
  5. 5.Cumulative budget: budget from period start to this month
  6. 6.Cumulative actual: actuals from period start to this month
  7. 7.Full-year landing estimate: projected year-end result if the current pace continues

[What to check]

  • Line items over budget (shown in red)
  • Whether the landing estimate exceeds the annual budget
  • Seasonality (e.g., March tends to rise at fiscal year-end)

[Drill down]

Department → line item → individual transactions to analyze causes.

[Report delivery]

Can be emailed automatically on a set day each month (for executives and department heads).

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관련 문서

Department Budget Dashboard for Managers

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

How to Read Budget Variance Analysis

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

Cost Center Analysis and Budget vs. Actual Comparison

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

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.

Department Budget Dashboard for Managers

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

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 Request Clock-In Time Correction

How employees request corrections to incorrect or missed clock-in records.

Request a Punch Correction

How to fix your attendance when you forgot to punch or entered the wrong time.

Submitting a punch correction request

How to request a correction yourself when you forgot to clock out, a time is wrong, or a break is missing.

Time Correction Request

When a clock-in or clock-out is missed or incorrect, submit a correction request for manager approval.

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