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How to Manage Budgets in Capexplan

Manage budgets effectively is crucial for financial planning and analysis. Capexplan provides a comprehensive interface to view and compare actual expenditures against budgeted amounts. This guide will walk you through the steps to manage your budgets, view Actual vs. Budget, and utilize various features available on the Manage Budgets page.

From the main dashboard, select the Budget option.

In the Budget section, click the Manage Budgets.

Once the Manage Budgets page, you can choose to view the budgets Annually or Monthly by selecting the appropriate option at the top of the tab.

Choose an entity from your portfolio on the left to load its budget details. For example, “Almiranta 1 / Aurora”.

The view will provide information on budgeted and actual amounts, forecasts, and variances.

Customize View Options

Show Currency: Toggle to show currency.
Show Decimals: Toggle to include decimals in the budget values.
Include All Dependents: Include all dependent entities in the view.
View Current Period: Focus on the current period.
Show Roll-up Totals: Display aggregated totals.
Archived: Include archived budget entries.
Hide Zero Amount Budget Line Row: Hide rows where the budget amount is zero.
Show Only the Requests I Created: Filter to show only the requests you have created.
Show Only Requests Assigned to Me: Filter to show only the requests assigned to you.
Show Order of Fields: Display the fields in a specific order.

Export and Print Options

Print Summary: Print a summary of the budget.
Save to PDF: Save the budget details to a PDF file.
Export to Excel: Export the budget details to an Excel file.
Click to Regenerate Missing Columns: Regenerate any missing columns in the budget view.

By following these steps, you can efficiently manage your budgets in Capexplan, compare actual expenditures with budgeted amounts, and make informed financial decisions based on forecasts and variances. This process helps ensure accurate financial planning and resource allocation within your organization.