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Budget Management

Real-time multi-dimensional budget tracking by Department, Fiscal Year, Product Type and Project.

Add or modify budget item

Add new lines, modify existing items, or deactivate retired ones.

Deactivated items remain visible in history but cannot be selected on new PRs.

Approval setup

Configurable multi-level approval by cost type / funding amount, with back-and-forth corrections.

Tier A: < 100K
L1Department Head
Tier B: 100K – 500K
L1Department HeadL2Finance Controller
Tier C: 500K – 2M
L1Department HeadL2Finance ControllerL3CFO
Tier D: > 2M
L1Department HeadL2Finance ControllerL3CFOL4CEO

Version history

Every change is captured. Compare versions or restore prior plans.

VersionCreated byTotal budgetChange summaryApproved by
v3.2Current
Janet Wu
2026-04-01 09:00
HK$16,500,000
Q2 reforecast — +1.2M IT, −0.3M Marketing, new HR plan.
Andrew Cheung
v3.1Superseded
Janet Wu
2026-01-05 11:30
HK$15,600,000
Annual budget approved at board meeting Jan 4.
Andrew Cheung
v3.0Superseded
Finance Planning
2025-12-15 14:10
HK$14,900,000
Initial FY2026 plan submitted for approval.
v3.3Draft
Cynthia Lau
2026-05-09 16:42
HK$17,100,000
Q3 working draft — pending CFO review.