Budget Execution·支援代碼BUD-012 管理員／人事專用

Reading Monthly Budget Reports

How to read and use monthly budget management reports.

[Structure of the monthly report]

Budget Management → Monthly Report

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

[What to check]

[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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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.

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