EPMOWORX™ can import separate data sets of BUDGET, PLANNED Costs and ACTUAL Costs on a regular basis.

  • BUDGET data may come from the portfolio sponsor at the conclusion of annual or quarterly investment planning cycles.
  • PLANNED cost data may come from the portfolio management team as to how the planned spend will occur on a month by month basis
  • ACTUAL costs may come from the Finance Department during financial periods to include invoices and credits.
The combined data set of BUDGET, PLANNED AND ACTUAL is then represented graphically for monitoring. Financial control is exercised from the Financial Summary line items which can be opened and edited at individual granular line item levels such as corrections to invoices etc.