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Updated by Niels Lindenthal 8 months ago
**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.
# **Motivation**
* Understand how much budget was planned, spent and is available.
* Make the project overview more useful and engaging.
* Improve onboarding
* Reduce churn
# **Acceptance criteria**
* There are multiple new widgets for the Budgets module shown on the Overview page only
* Widgets shown only if Budgets module is activated in the project.
* _~~\[Open\]: _\[Open\]: Does it need to be available as a widget on Dashboard as well? If yes, which widgets exactly?~~_ exactly?_
* _~~\[HD\]: _\[HD\]: 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:
* Total actual costs (€)
* Total planned budget (€)
* Spent budget (%)
* Remaining budget (€)
<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>
* A new widget called "**Total Budget "**Budget by cost type**" which shows a pie chart with all cost types currently in use
* _~~\[Open\]: _\[Open\]: is that true? What if a cost type is used in mulitple budgets within one project? Is that somehow displayed or just mixed?~~_ mixed?_
* There is a link at the bottom "View budget details" redirecting to the budget index page ("/budgets") of the current project
<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>
* There is a new widget called "**Actual cost per month**". It is a stacked bar chart for monthly actual costs:
* Each bar represents a month.
* Colors indicate cost types.
* Show the number of sub-elements (34 projects in this portfolio, 10 projects in this program, 5 sub-projects in this project)
* _\[Open\]: Where do we show that?_
* _\[Open\]: To be evaluated: Can we use stacked bar charts to illustrate information for multiple projects_
* _What happens with very many projects?_
* _High difference between large projects and small projects?_
* There is a link at the bottom "View actual cost details"
* _\[Open\]: Where does that lead to? To a pre-filtered cost report?_
<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>
* 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?_
## **Technical notes**
* We stick to the chart libary chart.js
## **Permissions and visibility considerations**
* _We use the existing permissions._
## **Translation considerations**
* _Key terms and phrases in the key languages_
## **Out of scope**
* Changes to the budget module.
* Include this information in the API (separate work package).
* New widgets for the Dashboard
**I want to** see the budgets on my Overview page
**so that** I easily get an overview of the financial plan and status.
# **Motivation**
* Understand how much budget was planned, spent and is available.
* Make the project overview more useful and engaging.
* Improve onboarding
* Reduce churn
# **Acceptance criteria**
* There are multiple new widgets for the Budgets module shown on the Overview page only
* Widgets shown only if Budgets module is activated in the project.
* _~~\[Open\]:
* _~~\[HD\]:
* Show 4 small widgets next to each other which display the following title and its value only:
* Total actual costs (€)
* Total planned budget (€)
* Spent budget (%)
* Remaining budget (€)
<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>
* A new widget called "**Total Budget
* _~~\[Open\]:
* There is a link at the bottom "View budget details" redirecting to the budget index page ("/budgets") of the current project
<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>
* There is a new widget called "**Actual cost per month**". It is a stacked bar chart for monthly actual costs:
* Each bar represents a month.
* Colors indicate cost types.
* Show the number of sub-elements (34 projects in this portfolio, 10 projects in this program, 5 sub-projects in this project)
* _\[Open\]: Where do we show that?_
* _\[Open\]: To be evaluated: Can we use stacked bar charts to illustrate information for multiple projects_
* _What happens with very many projects?_
* _High difference between large projects and small projects?_
* There is a link at the bottom "View actual cost details"
* _\[Open\]: Where does that lead to? To a pre-filtered cost report?_
<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>
* 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?_
## **Technical notes**
* We stick to the chart libary chart.js
## **Permissions and visibility considerations**
* _We use the existing permissions._
## **Translation considerations**
* _Key terms and phrases in the key languages_
## **Out of scope**
* Changes to the budget module.
* Include this information in the API (separate work package).
* New widgets for the Dashboard