Allocation Chart

This article will explain how you can implement this feature for use on your SmartSimple system.

Overview

The Allocation Chart feature provides a graphic display of budget data and can include funds from one or many different funding pools.

Navigating to the feature

1. Select the Budget Manager UTA

2. Select the budget or budgets to be included in the allocation chart

3. Notice that new icons have been added to the navigation menu. Click on the icon labeled Allocation Chart.

4. The Allocation Chart will be displayed

Examples

One fund view example

Multiple fund view example

Notes

• The Allocation Chart feature is only available the Budget UTA.
• Hovering over a specific fund will display the Percentage of Budget, Amount, Fund status, and Funding Source

Click here to learn why this feature is a benefit to your organization.