**As** a project manager, portfolio manager and program manager
**I want to** see the budgets on my Overview page
**so that** I easily get an overview of the financial plan and status.

Begin of the insertion#End of the insertion **Motivation**

* Understand how much budget was planned, spent and is available.

* Make the project overview more useful and engaging.

* Improve onboarding

* Reduce churn


Begin of the insertion#End of the insertion **Acceptance criteria**

* Begin of the insertionThere are multiple new widgets for the Budgets moduleEnd of the insertion Begin of the deletion WidgetEnd of the deletion shown Begin of the insertionon the Overview pageEnd of the insertion only Begin of the insertion

* Widgets shown onlyEnd of the insertion if Budgets module is activated in the project. Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertion_\[Open\]: Does it need to be available as a widget on Dashboard as well? If yes, which widgets exactly?_

* _\[HD\]: I guess it makes no sense, given that we technically add 6 new widgets ?_

* Show 4 small widgets next to each other which display the following title and its value only:End of the insertion Begin of the deletion Case 1: Single project onlyEnd of the deletion

* Total actual costs (€)

* Total planned budget (€)

* Spent budget (%)

* Remaining budget (€) Begin of the insertion


<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/789564/content"></div></figure>

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionA new widget called &quot;**BudgetEnd of the insertion Begin of the deletion BudgetEnd of the deletion by cost Begin of the insertiontype**&quot; which shows a pie chart with all cost types currently in use

* _\[Open\]: is that true? What if a costEnd of the insertion type Begin of the insertionis used in mulitple budgets within one project? Is that somehow displayed or just mixed?_

* There is a link at the bottom &quot;View budget details&quot; redirecting to the budget index page (&quot;/budgets&quot;) of the current projectEnd of the insertion Begin of the deletion (€/pie chart)End of the deletion


Begin of the insertion<figure class="image image_resized op-uc-figure" style="width:336px;"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/789565/content" alt="pie chart for Budget by cost type"></div></figure>End of the insertion Begin of the deletion <img class="image_resized op-uc-image op-uc-image_inline" style="width:269px;" src="/api/v3/attachments/785565/content">End of the deletion

* Begin of the insertionThere is a new widget called &quot;**Actual cost per month**&quot;. It is a stacked bar chartEnd of the insertion Begin of the deletion Case 2: AggregationEnd of the deletion for Begin of the insertionmonthly actual costs:End of the insertion Begin of the deletion portfolios, programs and sub-projectsEnd of the deletion

* Begin of the insertionEach bar represents a month.

* Colors indicate cost types.

* End of the insertion Show the number of sub-elements (34 projects in this portfolio, 10 projects in this program, 5 sub-projects in this project) Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertion_\[Open\]: Where do we show that?_

* _\[Open\]:End of the insertion To be evaluated: Can we use stacked bar charts to illustrate information for multiple Begin of the insertionprojects_End of the insertion Begin of the deletion projectsEnd of the deletion

* Begin of the insertion_WhatEnd of the insertion Begin of the deletion WhatEnd of the deletion happens with very many Begin of the insertionprojects?_End of the insertion Begin of the deletion projects?End of the deletion

* Begin of the insertion_HighEnd of the insertion Begin of the deletion HighEnd of the deletion difference between large projects and small Begin of the insertionprojects?_

* There is a link at the bottom &quot;View actual cost details&quot;

* _\[Open\]: Where does that lead to? To a pre-filtered cost report?_End of the insertion Begin of the deletion projects?End of the deletion


Begin of the insertion<figure class="image image_resized op-uc-figure" style="width:390px;"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/789566/content"></div></figure>End of the insertion Begin of the deletion <img class="op-uc-image op-uc-image_inline" src="/api/v3/attachments/785564/content">End of the deletion

Begin of the insertion* Depending on the workspace and hierachy, the shown data is different:

* **Case 1: Single project only**

* All widgets display the **summed values of all budgets used within that project**

* _\[Open\] True? Or does it need to be split by Budget?_

* **Case 2: Aggregation for portfolios, programs and sub-projects**

* All widgets display the **summed values of all budgets of itself and all children**

* _\[Open\] True? Only direct children?_

* _\[Open\] Do we want to somehow inform users on which projects/sub-programs/etc are used for the calculation?_

* _\[Open\]:_

* _Do we want to somehow inform users about the fact that sometimes the budget is aggregated and sometimes not?_&nbsp;


##End of the insertion **Technical notes**

* We stick to the chart libary chart.js


Begin of the insertion##End of the insertion **Permissions and visibility considerations**

* _We use the existing permissions._


Begin of the insertion##End of the insertion **Translation considerations**

* _Key terms and phrases in the key Begin of the insertionlanguages_End of the insertion Begin of the deletion languages_&nbsp;End of the deletion


Begin of the insertion##End of the insertion **Out of scope**

* Changes to the budget module.

* Include this information in the API (separate work package).