Managing annual budgets and financial forecasts across departments can involve multiple data sources, manual consolidation and limited visibility into monthly allocations and expenses.

Business teams need a structured way to organize budgets by financial year, budget type, GL head and subcategory, while maintaining visibility into planned budgets and actual expenses.

The organization required a centralized application to simplify budget preparation, improve consistency and support more effective budget monitoring.

We developed a centralized budget and forecast management application using SharePoint Online and SPFx.

The application organizes budget information by financial year, budget type, GL head and subcategory. It supports monthly budget allocations, expense details, budget summaries and structured data management.

The solution provides a consistent interface for entering and reviewing budget information, with supporting SharePoint lists for budget forecasts, master data and actual expense records.

The application provides a centralized platform for budget preparation and monitoring, helping business teams organize financial information consistently.

Structured budget categories and monthly allocations improve visibility into planned expenditure, while consolidated summaries support financial review and management reporting.

The solution also establishes a foundation for further automation, reporting and integration with business systems.

Annual budget and forecast management
Budget classification by type and GL head
Subcategory-based expense tracking
Monthly budget allocations from January to December
Budget forecast summaries
Budget actuals and invoice details
Centralized budget master data
Structured financial year management
SharePoint-based data storage

Business Budget & Forecast Management

Project Overview

A business application designed to centralize annual budget planning, forecasting, and expense monitoring. The solution provides a structured approach to managing financial information by year, budget type, GL head, and subcategory.

Business Challenge

Budget preparation and monitoring require consistent financial categories, monthly allocations, and visibility into planned and actual expenditure. Disconnected processes can make consolidation, review, and tracking more difficult.

Our Solution

We developed a SharePoint-based budget management application using SPFx and React, supported by structured SharePoint lists for forecast records, budget master data and actual expenses.

Key Capabilities

• Annual budget forecast management
• Budget type and GL head classification
• Subcategory-based expense organization
• Monthly budget allocation
• Budget summary and review
• Actual expense and invoice tracking
• Centralized master data management

Technology Stack

SharePoint Online, SharePoint Framework (SPFx), React.

Business Impact

The solution provides a consistent platform for organizing budget forecasts and expense information, improving visibility and supporting financial planning and review processes.