Locate a proposal from the Proposals List View and click the Budget button to open budget insights.

The Budget Insights pop-up window opens.
Expand to view the details of the Budget Insights window.
You will see the general information about the budget you are currently viewing:
1. 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.
2. 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.
3. 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.
4. The Period End date shows the end date when the selected budget level becomes inactive.
5. 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.
6. The Amount Types for the selected budget period display the spend types (incurred, forecasted, total budget for a certain period). Learn more about Calculating Budget Amounts.
  
  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.
7. PRP's prp# WO Value of forecasted. The value of the budget amount work order that the proposal is attached to.
(Optional) Navigate between the budget levels the proposal linked to a work order relates to.
(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.

Browser not supported