Budget
The annual funding envelope - O&M and capital budgets per year, tracked against recorded spend, contract commitments, and planned project budgets.
The Budget tab of the dashboard holds your organization's annual funding envelope: how much money is allocated per year, split into two funding sources - O&M (operations and maintenance) and Capital - and how actual activity measures up against it.
This is org-level money, not project money. A project's own budget lines track one project's spend; the envelope here is the total each year has to work with. The two meet in the capital chart below, where project budgets are counted against the capital envelope.
The tab is available to Managers and Administrators, on AssetLab 360 and Enterprise plans.
The headline numbers
| Card | What it means |
|---|---|
| Total budget | O&M + Capital envelope summed across the selected timeframe |
| O&M utilization | Recorded O&M spend as a share of the O&M envelope |
| Capital utilization | Planned project budgets as a share of the capital envelope |
| Remaining | Total envelope minus O&M spend and planned capital |
Each card carries a year-over-year trend comparing this year against last.
Entering budgets
The Filters panel is also the editor:
- Timeframe - 1, 5, 10, or 20 years from this year, or a custom date range. Your choice is remembered per user (default 10 years).
- Per-year amounts - one O&M and one Capital figure per year. Saving overwrites the selected years' envelope.
- Erase - clears every budget in the window. It's guarded by a confirmation and requires the Administrator role; entering and saving amounts requires Manager or above.
- Change history - every budget change is recorded automatically by a database trigger: year, funding source, old and new amount, who changed it, and when. The panel shows the most recent changes, so a mid-year envelope revision is never a mystery.
The charts
O&M budget vs. spend plots three bars per year:
| Series | Where it comes from |
|---|---|
| O&M spent | Recorded asset costs in the Repair, PM, and Operation categories, summed per year in the database |
| O&M contracts | Each active contract's annual cost, counted in every year the contract spans |
| O&M budget | The O&M envelope you entered for that year |
Spend and contracts are shown side by side rather than added together: contracts are committed recurring cost, spend is what actually got recorded.
Capital budget vs. planned plots two bars per year:
| Series | Where it comes from |
|---|---|
| Capital planned | Project budgets, bucketed by each project's start year |
| Capital budget | The Capital envelope for that year |
Both charts export as an image or a data table.
Workspace envelopes
When the Infrastructure module is enabled, budgets can be kept as separate envelopes: org-wide, Facilities, or Infrastructure. Envelopes are never pooled - a facilities manager's spend is measured against the facilities envelope, not the corporation's.
The whole tab follows the selected workspace, not just the envelope:
- O&M spend switches source: facilities spend comes from asset costs, infrastructure spend from infrastructure asset costs, and the org-wide view sums both.
- Projects count as infrastructure when they're linked to infrastructure assets; a project with no such link is a facilities project.
- Contracts count as infrastructure when linked to a network; unlinked contracts are facilities.
Members scoped to a single workspace see and edit their workspace's envelope automatically. Unscoped members (typically administrators) get a workspace switcher and default to the org-wide view.
How this connects to capital planning
The envelope is the "what we have" side of the funding conversation. The "what we need" side lives on the Lifecycle & funding page, where the Capital Brief compares reinvestment need against planned replacements and committed project budgets. Keeping the capital envelope current makes that comparison honest.