Financial widgets provide at-a-glance visibility into the portfolio’s financial health. These widgets aggregate cost, budget, and benefit data to help you monitor spending, track variances, and measure return on investment.

Budget widget

The Budget widget displays the total approved budget for your planning item. This widget shows the funds allocated to the item against which all spending is measured. You can track how much money is allocated and compare latest forecast and actuals against the allocated budget.

The widget displays Total budget amount and the breakdown based on the Capex (capital expenditure) allocation or Opex (operational expenditure) allocation.

A project with a $500,000 budget split into $300,000 Capex and $200,000 Opex helps you understand the nature of the investment—Capex for long-term assets, Opex for ongoing operations.

You can use this widget to ensure spending aligns with approved funding. A negative value indicates overspending against the budget.

EAC Cost widget

The EAC (Estimate at Completion) Cost widget shows the projected total cost when the project completes, based on current spending patterns. The widget forecasts final project cost by combining actuals with remaining estimates. This helps portfolio managers to anticipate whether you’ll finish your work under, at, or over budget.

The widget displays Total projected cost at completion and the breakdown and Capex and Opex breakdown of the estimate.

If your budget is $300,000 and EAC shows $350,000, you know the project is trending $50,000 over budget before completion.

You can review EAC widget regularly to catch cost overruns early. Use this data to justify budget adjustments or scope changes.

Budget vs EAC Variance widget

The Budget vs EAC Variance widget calculates the difference between your approved budget and the estimated cost at completion. This highlights the gap between what you planned to spend and what you expect to spend. Positive values indicate savings; negative values signal potential overruns.

The widget displays Variance amount (Budget minus EAC) and the Capex and Opex variance breakdown.

A variance of -$50,000 means you're projecting to exceed budget by $50,000. This might trigger discussions about cost control or additional funding.

You can use this widget to identify planning items that need intervention. A growing negative variance requires immediate attention.

Planned Cost widget

The Planned Cost widget displays the total cost you expect to incur based on approved cost plans. Widget shows how much you intend to spend across all cost categories before actuals are recorded. This serves as your spending roadmap.

The widget displays Total planned cost amount and the planned Capex and Opex amounts.

A $1.50 M planned cost with $1.00 M Capex and $500.00 K Opex tells stakeholders exactly how the investment breaks down by expenditure type.

You can use this widget to compare planned costs against budget to validate feasibility. Compare against actuals to measure execution accuracy.

Actuals (Including current fiscal period) widget

The Actuals widget shows the actual money spent, including transactions from the current fiscal period. This provides the ground truth for financial tracking. While plans and forecasts are estimates, the processed actual expenses reflect real expenditures.

The widget displays Total actual spend and Capex and Opex breakdown of actual expenses.

If actuals show $200,000 spent against a $300,000 plan, you're 66% through your planned spending.

You can use this widget to monitor actual expenses against planned costs and budgets to track spending velocity and identify variances early.

Planned Benefits widget

The Planned Benefits widget displays the expected financial returns or savings from your portfolio. This quantifies the anticipated value your investment will deliver. This data supports business case validation and ROI calculations.

The widget displays Total planned benefit amount and the actual benefit captured via benefit plans.

A $500,000 planned benefit against $300,000 planned cost suggests a positive return, making the investment a good bet.

You can use this widget to compare planned benefits against actual benefits to validate the real-time benefits. Track throughout the project to ensure expected value remains achievable.

Total Return widget

The Total Return widget displays the absolute financial returns from your portfolio. This widget shows the net financial gain or loss in currency terms, making it easier to understand the actual dollar impact of your investment. The widget displays the Total return amount (Benefits minus Costs), ROI% and NPV. The ROI and NPV fields are only calculated on estimated benefits (planned benefits) and planned costs.

A $200,000 total return means your planned estimate return $200,000 more in benefits than it consumed in costs.

Use this widget to Report total return alongside ROI to give stakeholders both percentage and absolute value perspectives. Use the ROI widget to prioritize your work, justify investments, and report portfolio performance to stakeholders. The ROI calculates the financial return as a percentage of your investment. This provides a standardized metric to compare project performance and investment efficiency across your portfolio.

This widget displays ROI percentage calculated as: (Planned benefits – Planned costs) / Costs × 100. An ROI of 67% means for every dollar spent, you received $1.67 in value—a positive return on your investment.

The NPV widget calculates the present value of future cash flows, adjusted for the time value of money. NPV helps you compare planning items with different timelines and cash flow patterns. NPV can help you identify whether the portfolio is growing to be an asset (positive NPV) or liability (negative NPV). A positive NPV of $150,000 means the project creates $150,000 in value when future benefits are discounted to today's dollars. Use NPV for long-term planning items where cash flows span multiple years.