This feature is designed to provide users with real-time insights into budget utilization, ensuring more informed decision-making when submitting service requests, approving invoice and proposals.
With this enhancement, users will now see a dynamic budget visualization that includes:
Bar Graphs illustrating spending data for the current period.
Year-over-Year Comparisons to track spending trends over time.
Real-Time Budget Utilization to help users stay within budget constraints.
Key Benefits
Greater Transparency: Users can quickly assess budget status before initiating a service request.
Informed Decision-Making: Clear visibility into spending helps prioritize essential requests.
Seamless User Experience: The display adapts to available budget data, ensuring a smooth workflow regardless of budget configuration.
Service Requests
Log in to your Ecotrak account and navigate to the main dashboard.
Click the '+Create Service Request' button located at the top of the screen.
In the New Service Request window that appears on the right side of the page, select the Location, Area (Optional), and Asset.
Once an Asset is selected, the Spend vs. Budget visual will appear below, providing insight into budget utilization.
Use the displayed data to make an informed decision about proceeding with the service request.
Invoices
Log in to your Ecotrak account and navigate to the main dashboard.
Navigate to the Invoice module and then open your selected invoice.
In the invoice details page, you can click the Budget button right next to the location name to view the Spend vs. Budget visual for the location.
Use the displayed data to make an informed decision about proceeding with the invoice approval.
Proposals
Log in to your Ecotrak account and navigate to the main dashboard.
Navigate to the Proposals module and then open your selected invoice.
In the invoice details page, you can click the Budget button right next to the location name to view the Spend vs. Budget visual for the location.
Use the displayed data to make an informed decision about proceeding with the proposal approval.
This enhancement empowers users with the financial insights they need to optimize service request planning, and invoice/proposal approvals.