Static System Capital Budgeting Properties
Properties in the Capital Budgeting module of Weissr Capex are predefined system properties designed to store and manage data specific to budget requests. These properties operate with built-in logic to automate calculations and ensure consistency across workflows.
As fixed system properties, their behavior cannot be modified, providing a standardized approach to managing budget-related data. Explore the documentation to understand each property’s function and how it supports effective budget management.
Note: While the names of these properties may vary based on your organization's configuration, their IDs remain consistent across all implementations.
Properties Applicable to Request Type BUDGET
BUDGET properties store information about budget requests created within Capital Budgets in the Weissr Capital Budgeting module. These properties come with built-in logic for specific functions, such as automatically calculating or retrieving data based on system rules. The behavior of static BUDGET properties is fixed and cannot be modified through configuration.
Static System Budget Properties
ID | Property Type | Name | Code (original_name) | Description |
|---|---|---|---|---|
29 | Integer | Postponed include to budget year | Postponed include to budget year | Amount of years to which the budget request is postponed in the budget investment plan grid. |
30 | String multiline | Comment in budget | Comment in budget | A comment to the project within the budget. |
52 | Code | Misc source | Misc source | Determines whether any capex or opex amount exceeding the budget should be allocated from the lowest or highest level in the organizational tree. |
Static System Calculated Budget Money Properties
Calculated Budget Properties in Weissr Capex Management are designed to dynamically generate financial data based on project phases, expenditure types, and forecasted budgets. These properties include essential metrics like Remaining Budget, Actual Spend, Forecasted Spend, and Miscellaneous Allocations, all of which provide actionable insights for financial planning and tracking within Capital Budgets. Each property has built-in logic to ensure accurate calculations across different project stages and budget statuses.
Note: Properties behave differently depending on the project phase (e.g., Not Started, Ongoing, or Completed) and whether the project is budgeted or approved outside of the budget. Each entry specifies how these calculations are applied across various scenarios.
ID | Property Type | Name | Code (original_name) | Description | Focus* |
|---|---|---|---|---|---|
49 | Money | Left to spend in future total | Left to spend in future total | This amount reflects the funds left to spend, calculated using the most up-to-date forecast available for the entire duration of the investment.
| Decision |
50 | Money | Left budgeted to spend total | Left budgeted to spend total |
| Spend |
51 | Money | Spent plus left to spend total | Spent plus left to spend total |
| Spend |
53 | Money | Requested amount spend this year | Requested amount spend this year | This property reflects the planned spending for the first budget year, based on the latest request data at the time of budget creation or subsequent updates.
| Spend |
54 | Money | Originally requested amount total | Originally requested amount total | This property represents the total requested amount for the entire investment, based on the latest request data at the time of budget creation or subsequent updates.
| Decision |
55 | Money | Approved amount spend this year | Approved amount spend this year | This property represents the portion of the budgeted amount approved for spending during the first budget year.
| Spend |
56 | Money | Spent amount this year | Spent amount this year | This property reflects the total actual spending on expenditures (capex and opex) listed in the project's post-decision "Capex" tab for the first budget year. It includes all outlays incurred before the forecast start date.
| Spend |
57 | Money | Left budgeted to spend this year | Left budgeted to spend this year | “Approved amount spend this year” minus “Spent amount this year” | Decision |
58 | Money | Left to spend this year | Left to spend in future this year | This property reflects the remaining amount left to spend on expenditures (capex and opex) during the first budget year.
| |
59 | Money | Budgeted amount total | Budgeted amount total | This amount is initially copied from the Capex Management request/project and equals to the sum of all expenditures (capex and opex) listed in the project's "Capex" tab reflecting the project's state at the time the budget was created or updated. After the budget creation it’s editable within the budget’s investment plan, where the sum of all budgeted outlays determines the total budgeted amount. | Decision |
60 | Money | Spent plus left to spend this year | Spent plus left to spend this year | The amount represents the actual spending combined with the project’s available forecast for the first budget year. It is calculated as the sum of the “Spent Amount This Year” and the “Left to spend in future this year”
| Spend |
61 | Money | Used misc decision | Used misc decision | This property represents the portion of the project's investment amount that will be drawn from the miscellaneous funds allocated to the organizational unit, as specified in the "Misc Source" property.
| Decision |
62 | Money | Used misc spend | Used misc spend | This property indicates how much of a project's actual spending is drawn from the miscellaneous funds allocated to the organizational unit, as defined in the "Misc Source" property. It only accounts for spending in the first budget year.
| Spend |
63 | Money | Approved amount decision this year | Approved amount decision this year | This property represents the total approved amount that requires decision-making for the current budget year for each request in the budget.
| Decision |
64 | Money | Budgeted amount spend this year | Budgeted amount spend this year | This property represents the amount approved in the budget for spending during the current budget year.
| Spend |
69 | Money | Decision amount total | Decision amount total | This property represents the total approved amount allocated to the project. It encompasses all expenditures (capex and opex) listed in the project's pre-decision "Capex" tab and is only calculated for approved projects.
| Decision |
70 | Money | Where of in budget decision total | Where of in budget decision total | This property represents the budgeted part of the finally approved expenditures (capex and opex) listed in the project's pre-decision "Capex" tab. It is only calculated for projects that were already approved when the budget was created or last updated.
| Decision |
71 | Money | Where of in budget spent this year | Where of in budget spent this year | This property represents the portion of the actual spending (capex and opex) that falls within the budgeted amount for the first budget year. It is calculated based on expenditures listed in the project's post-decision "Capex" tab and only applies to projects that were already approved when the budget was created or last updated.
| Spend |
72 | Money | Spent amount this period | Spent amount this period | This property represents the total actual spending on expenditures (capex and opex) listed in the project's post-decision "Capex" tab during any year within the budget period. It includes outlays incurred before the forecast start date.
| Spend |
73 | Money | Budgeted amount this period | Budgeted amount this period | This property represents the portion of the investment's budgeted amount that falls within all the years covered by the budget period.
| |
74 | Money | Left to spend this period | Left to spend this period | This property indicates the remaining amount left to spend on expenditures (capex and opex) during any year within the budget period.
| |
75 | Money | Spend plus left to spend this period | Spend plus left to spend this period | The amount represents the actual spending combined with the project’s available forecast for all years in the budget period. It is calculated as the sum of the “Spent Amount this period” and the “Left to spend this period”
|