Budget and Planning Dashboard

What’s New and Improved

We rebuilt the dashboard to make your budget work faster and clearer:

Better data consolidation - Actuals, budget, forecast, and your current request all update more seamlessly

Enhanced workforce view - Cleaner headcount and compensation displays with better drill-down options

Improved performance - Faster loading, smoother navigation

New export capabilities - Download P&L and compensation data directly from the dashboard

Everything you relied on before is still there. We just made it work better. If you had access to the previous Budget and Planning Dashboard, you have access to this version. Check your Power BI Apps. If it's not there, your permissions haven't changed.

How to access

Go to app.powerbi.com
Click Apps
Click Budget and Planning

The Dashboard: What’s Inside

Summary - P&L and workforce overview in one view

Fund/Sponsored Program Master - All active funds including 2* series

P&L Details - Revenue, expenses, transfers with full drill-down

Position by Employment Type - Workforce data by job function

Position by Fund Source - Workforce data by funding

Export Options - Download capability for P&L and compensation details

For detailed navigation and feature descriptions, check the Dashboard Job Aid.

Additional Resources and Support

Budget and Planning Job Aid

Navigational Job Aid

Visit the Power BI page on the ITS website

Power BI Quick Tip Video playlist

Questions: please email DnASupport@med.cornell.edu

What’s New and Improved

How to access

The Dashboard: What’s Inside

Additional Resources and Support

Need Help?

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