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Review the budget summary widget

Use the Budget Summary widget to quickly understand total budget, spend, remaining funds and overall financial health for your programme.

Audience

This guide is designed for project manager.

Steps​

Step 1: Locate the Budget Summary widget on the dashboard​

On your PlanOps dashboard, scroll to the financial section until you see the Budget Summary widget showing the budget icon, title and refresh button.

Locate the Budget Summary widget on the dashboard

Step 2: Check total budget, spend and remaining amounts​

In the main panel of the widget, review the total budget, how much has been spent so far, and the remaining amount, all displayed in your default currency.

Check total budget, spend and remaining amounts

Step 3: Review budget health status​

Look at the health indicator and status badge to see whether the budget is on track, at risk or over, along with any warning or success icon.

Review budget health status

Step 4: Compare variance and forecast at completion​

Use the variance and variance percentage figures to understand how actuals compare with budget, and check the forecast-at-completion amount to see the projected final spend.

Compare variance and forecast at completion

Step 5: Monitor progress visually​

Refer to the progress bar and any trend indicators to get a quick visual sense of spending progress and direction over the life of the budget.

Monitor progress visually

Step 6: Refresh the widget data​

Click the refresh button in the widget header to pull the latest financial data from the underlying system and update the displayed figures.

Refresh the widget data

Last updated: 2026-08-31