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Only Power User and Admin User roles can view Budget Insights on proposals. Contact your ServiceChannel manager to enable the feature.

The Budget button will not appear on a proposal if a proposal is not linked to a work order. 

1. Locate a proposal from the Proposals List View and click the Budget button to open budget insights.
   
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   The Budget Insightspop-up window opens.
   
   

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   Rw expand title Expand to view the details of the Budget Insights window. You will see the general information about the budget youare currently viewing: Image Added The Fiscal Calendar Name / Fiscal Period Name drop-down list. You can navigate between the calendars and periods to view how the proposal influences your budget at different budget levels.  The Remaining Budget Amount in the currency you specified for your budget. The amount changes as you change the fiscal period or fiscal calendar the proposal relates to.  The Budget Risk Status shows how the proposal relates to the selected budget period or calendar. It may have one of the following 3 statuses:  On Track. If a proposal fits in with your budget and forecasted expenses, you will see this status.  At Risk. If the sum of Incurred & Forecasted Costs is within 70% of the total budget for the given period, you will see this status.  Overspend. This status means the proposal is already beyond your budget for the selected period.   The Period End date shows the end date when the selected budget level becomes inactive.  The Budget Progress Bar color depends on the spend type (incurred, forecasted, remaining) and shows the ratio between these types for the selected budget level:  The Blue color denotes the incurred budget.  The Yellow color is identified with the forecasted budget.  The Grey color denotes the remaining budget. Info The incurred budget is calculated based on the Completed work orders for a given fiscal period. The fiscal period is determined by the work order completion date.  The forecasted budget is calculated:  Based on the average invoice amount for similar work orders in the same Trade and Category as the analyzed work order assigned to the budget.   If work orders assigned to the budget have Approved proposals, then the Not-to-Exceed amount is used in the calculation instead.  The fiscal period is based on the scheduled date of the In-Progress work orders and the completion date of the Completed/Not Invoiced work orders.  The Amount Types for the selected budget period display the spend types (incurred, forecasted, total budget for a certain period). Tip Clicking on the amount type filters the Proposals List to show all proposals linked to work orders associated with the clicked amount type at this budget level.  PRP's prp# WO Value of forecasted.The value of the budget amount work order that the proposal is attached to.

   
   

   
   
2. (Optional) Navigate between the budget levels the proposal linked to a work order relates to. 
3. (Optional) Click on the amount type that filters the Proposals List to view all proposals linked to work orders associated with the clicked amount type at this budget level.