FinOps Center provides Spending and Budget Insights based on a User's Financial Scope with a Toggle between Monthly and Annual Views. Within Budget, the Tiers or Rows of Visualization is dependent on the Role of the Users. The Monthly and Annual Toggles load different data to help Users understand Spending vs Budget within monthly and annual context.
Hierarchy Example and Flow Down
Tree View
Spending contribution to overall Approved spend by Product/Project Budget. Grey Box is Spend with status other than Approved.
CCoE
Tier |
Section |
Monthly |
Annual |
Summary (Chart Type Gauge) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets Last Month= Total Last Month
|
Spend= Total Annual Spending Planned= Total Annual Budgets This Quarter Spend= Total Spend this Quarter
|
Right |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Unallocated Budget - Total Budget - Approved Budget EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance) |
|
Business Unit (Chart Type Ellipse) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets |
Spend= Total Annual Spending Planned= Total Annual Budgets |
Bottom |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Unallocated Budget - Total Budget - Approved Budget EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance) |
|
Department (Chart Type Circle) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets |
Spend= Total Annual Spending Planned= Total Annual Budgets |
Bottom |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Unallocated Budget - Total Budget - Approved Budget EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance) |
|
Portfolio (Chart Type Circle) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets |
Spend= Total Annual Spending Planned= Total Annual Budgets |
Bottom |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Available Budget Sum Total Budgets with Status other than Approved in Portfolio Products + Unallocated Budget EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance)
|
|
Product (Chart Type Gauge) |
Left |
Planned= Total Approved Budgets |
Available Budget Sum Total of Budgets not Approved in Portfolio Products + Unallocated Budget of Approved Budgets |
Right |
Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend |
Business Unit
Tier |
Section |
Monthly |
Annual |
Summary (Chart Type Gauge) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets Last Month= Total Last Month
|
Spend= Total Annual Spending Planned= Total Annual Budgets This Quarter Spend= Total Spend this Quarter
|
Right |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Unallocated Budget - Total Budget - Approved Budget EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance) |
|
Department Unit (Chart Type Ellipse) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets |
Spend= Total Annual Spending Planned= Total Annual Budgets |
Bottom |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Unallocated Budget - Total Budget - Approved Budget EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance) |
|
Portfolio (Chart Type Circle) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets |
Spend= Total Annual Spending Planned= Total Annual Budgets |
Bottom |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Available Budget Sum Total of Budgets in Portfolio Products – Year to Date Spend EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance)
|
|
Product (Chart Type Gauge) |
Left |
Planned= Total Approved Budgets |
Available Budget Sum Total of Budgets in Portfolio Products – Year to Date Spend |
Right |
Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend |
Department
Tier |
Section |
Monthly |
Annual |
Summary (Chart Type Gauge) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets Last Month= Total Last Month
|
Spend= Total Annual Spending Planned= Total Annual Budgets This Quarter Spend= Total Spend this Quarter
|
Right |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Unallocated Budget - Total Budget - Approved Budget EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance) |
|
Portfolio (Chart Type Circle) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets |
Spend= Total Annual Spending Planned= Total Annual Budgets |
Bottom |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Available Budget Sum Total of Budgets in Portfolio Products – Year to Date Spend EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance)
|
|
Product (Chart Type Gauge) |
Left |
Planned= Total Approved Budgets |
Available Budget Sum Total of Budgets in Portfolio Products – Year to Date Spend |
Right |
Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend |
Portfolio
Tier |
Section |
Monthly |
Annual |
Summary (Chart Type Gauge) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets Last Month= Total Last Month
|
Spend= Total Annual Spending Planned= Total Annual Budgets This Quarter Spend= Total Spend this Quarter
|
Right |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Unallocated Budget - Total Budget - Approved Budget EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance) |
|
Portfolio (Chart Type Circle) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets |
Spend= Total Annual Spending Planned= Total Annual Budgets |
Bottom |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Available Budget Sum Total of Budgets in Portfolio Products – Year to Date Spend EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance)
|
|
Product (Chart Type Gauge) |
Left |
Planned= Total Approved Budgets |
Available Budget Sum Total of Budgets in Portfolio Products – Year to Date Spend |
Right |
Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend |
Product Owner
Tier |
Section |
Monthly |
Annual |
Summary (Chart Type Gauge) |
Top |
Spend= Total Monthly Spending Planned= Total Approved Budgets Last Month= Total Last Month
|
Spend= Total Annual Spending Planned= Total Annual Budgets This Quarter Spend= Total Spend this Quarter
|
Right |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Last Month= Total Approve Budgets Last Month - Total Monthly Spend Last Month |
Variance in Spend = Total Approve Budgets - Total Monthly Spend Unallocated Budget - Total Budget - Approved Budget EOY Planned - Sum Total of Approved Budgets Current to End of Year (Include Current Month Variance) |
|
Product (Chart Type Gauge) |
Left |
Planned= Total Approved Budgets |
Available Budget Sum Total of Budgets in Portfolio Products – Year to Date Spend |
Right |
Spend Last Period - Total of Last Period Spending |
Variance in Spend = Total Approve Budgets - Total Monthly Spend |