Allocation Chart

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


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.
Allocation chart.png
4. Click on the icon labeled Allocation Chart. The Allocation Chart will be displayed


One fund view example
One fund allocation chart view.png

Multiple fund view example
Many fund allocation chart view.png


  • 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

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