Budget Governance

StartConsole tracks two financial dimensions for each initiative: the budget allocated to fund the work, and the value realized once delivery is complete. Together these two numbers let you run a portfolio-level view of investment vs. return across your entire initiative roster.

Setting the allocated budget on an initiative

The allocated budget is the approved spend for an initiative. Set it when the initiative is created or as soon as budget is confirmed.

1. Open the initiative (or open the initiative creation form)
2. Locate the Allocated Budget field
3. Enter the budget amount in your organization's currency
4. Save

Setting the expected value

Expected value is the anticipated financial or strategic benefit the initiative will deliver on completion. Set it alongside the budget to establish the expected return ratio.

1. Open the initiative form
2. Locate the Expected Value field
3. Enter the expected value amount
4. Save

The dashboard uses the ratio of expected value to allocated budget to indicate portfolio-level return on investment.

Logging realized value

When an initiative is completed, log the actual value it delivered.

1. 1

   Open the completed initiative

   Navigate to the initiative. If it has been archived, go to Initiatives > list view, toggle Show Archived, and click on the initiative.

2. 2