Task Management
Assign follow-up tasks to OPEX and CAPEX items. Track due dates and completion.
Budget Management
Master your IT budget with complete visibility
Multi-year planning, intelligent cost allocations, and executive-ready chargeback reports. Track OPEX and CAPEX across companies and departments.
Multi-Year Budget Planning
Plan your IT budget across multiple years with dynamic columns for Budget, Revision, Follow-up, and Landing. Track both OPEX (operational expenses) and CAPEX (capital investments) in one unified view.
- OPEX and CAPEX tracking in dedicated grids
- Dynamic columns: Budget, Revision, Follow-up, Landing per year
- Year-over-year comparisons and trend analysis
- Bulk copy operations between budget years
- Freeze/unfreeze workflows for governance
Budget Grid
Intelligent Cost Allocation
Distribute IT costs across companies and departments using six different allocation methods. The system automatically recomputes allocations when metrics change, maintaining full transparency and audit trails.
- Headcount: Allocate based on employee count
- IT Users: Distribute by IT user count
- Turnover: Weight by company revenue
- Manual Company: Set custom company percentages
- Manual Department: Define department-level splits
- Default: Use proportional headcount
Allocation Editor
Multi-Currency Support
Work with multiple currencies while reporting in a single canonical currency. CIO Assistant automatically fetches exchange rates from the World Bank and captures frozen rate snapshots when you lock budget versions.
- Single reporting currency for all aggregates
- Automatic FX rates from World Bank API
- Frozen rate snapshots for budget versions
- Configurable allowed currency list
- Historical rates for past fiscal years
Currency Settings
Executive Chargeback Reports
Generate board-ready chargeback reports showing IT cost distribution by company and department. Drill down from company totals to individual cost items with full transparency on allocation methods.
- Global chargeback report by company
- Company-level reports by department
- Itemized allocation breakdowns
- KPI metrics and share of total
- CSV export and chart downloads
Chargeback Report
More Budget Features
Contract Linking
Link spend items to contracts. Track renewal dates and cancellation deadlines.
Chart of Accounts
Map costs to your accounting structure. Support for country-specific and global CoAs.
Data Hygiene
Dashboard chips highlight missing owners, paying companies, and CoA mismatches.
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