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Budget Execution·支援代碼BUD-003 管理員／人事專用

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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