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Review budget overview and health

Use the Budget Overview widget to understand your total budget, spend, remaining funds and overall financial health at a glance.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Budget Overview widget​

Locate the Budget Overview widget on your financial dashboard to see a snapshot of your total budget, amount spent and remaining balance in your project currency.

Open the Budget Overview widget

Step 2: Check overall budget health and variance​

Review the budget health status indicator to see if you are on track, at risk or over budget, and examine the variance amounts and percentages compared to the original plan.

Check overall budget health and variance

Step 3: Review category-level planned vs actual costs​

Look through the cost categories to compare planned versus actual spend, using the visual indicators and colours to identify areas that are overspending or underspending.

Review category-level planned vs actual costs

Step 4: Examine forecast at completion​

Review the forecast-at-completion value to understand the projected final cost of the work relative to your total budget.

Examine forecast at completion

Step 5: Refresh the budget data​

Use the refresh control on the widget to reload the latest financial data from the underlying data source.

Refresh the budget data

Last updated: 2026-07-16