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Review the budget summary widget

Use the Budget Summary widget to quickly understand total budget, current spend, remaining funds, and overall financial health of 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 widgets area and find the card showing total budget, spent amount, remaining amount, and budget health indicators for your selected programme.

Locate the Budget Summary widget on the dashboard

Step 2: Review total budget, spent, and remaining amounts​

Look at the top figures in the widget to see your total approved budget, how much has been spent so far, and how much budget remains available in the project's working currency.

Review total budget, spent, and remaining amounts

Step 3: Check budget health and variance​

Use the health status indicator and icons to see whether the budget is on track, at risk, or over, and review the variance and variance percentage to understand how far you are from the planned spend.

Check budget health and variance

Step 4: Compare forecast at completion​

Review the forecast-at-completion value to see the projected final cost of the programme compared with the original total budget, helping you anticipate potential overruns.

Compare forecast at completion

Step 5: Refresh the budget data​

Select the refresh button on the widget header to pull the latest financial data; a loading skeleton appears briefly while updated figures are retrieved.

Refresh the budget data

Last updated: 2026-07-16