The Budget Summary Report provides an overview of maintenance and repair spending across your organization. It helps users track how budgets are being used and identify areas where spending may be approaching or exceeding allocated limits.
Understanding Budget Time Ranges
Budgets and associated spend are pro-rated based on the selected time range in the report.
This means the budget values adjust automatically to reflect the portion of the budget that applies to the chosen reporting period. This allows users to accurately compare spending against the expected budget for that timeframe.
Grouping Budget Data
The report allows you to group budget information in several ways to analyze spending across different operational areas.
Budgets can be grouped by:
Budget
State
City
Garage
System
Asset Type
Contact List
These grouping options help users identify where budget resources are being used and highlight areas that may require closer financial monitoring.
Understanding the Budget Summary Table
Each row in the report provides a high-level summary of financial activity, including:
Total Budget – The allocated budget for the selected grouping
Total Cost – The total cost recorded against that budget
Estimated Losses – Projected financial impact associated with tickets or issues
Budget Used (%) – The percentage of the budget that has already been spent
Number of Related Tickets – The number of tickets contributing to the recorded costs
This summary makes it easy to quickly understand spending levels and identify potential budget risks.