Operating budgets, workforce & capital programs

From department request to adopted budget.

Q: Does this replace our financial system?

Your financial system remains the system of record. Budget & Capital Planning connects the preparation and review process around it, with imports and adopted-budget exports defined for your environment.

Q: Can departments work within their own permissions?

Yes. The implementation defines department-scoped roles and central budget-office access, with permissions and review steps configured around your process.

Q: Are capital projects part of the same product?

Yes. Capital improvement planning sits alongside operating and workforce planning, with multi-year projects, funding sources, schedules, and costs.

Q: How are integrations configured?

We agree supported file exchanges or interfaces with your team and source vendors. Import reconciliation and export validation are part of implementation; direct write-back is scoped only where supported.

Connect department budget requests, central review, workforce planning, capital projects, forecasts, and budget publications in one municipal workspace.

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OverstandBudget & Capital Planning

Operating budget · Planning year

A shared view of the budget

Review in progress

Department requests

$48.6m

Planning baseline

$46.2m

Change

+5.2%

Department submissions
Department	Requested	Status
Public Works	$18.4m	Under review
Parks & Recreation	$6.8m	Submitted
Public Safety	$23.4m	Submitted

One planning process

Connect department requests with staffing, capital projects, review decisions, and publication.

Product workflow illustration · Sample data

Budget & Capital Planning

Give departments and the budget office a shared place to plan. Budget & Capital Planning brings requests, supporting evidence, review decisions, positions, and capital programs into a connected workflow from preparation through publication.

Department budget requests

Prepare operating requests with line items, narratives, and supporting documents. Keep submissions and revisions together.

Central review and scenarios

Compare department requests, track review decisions, and explore funding scenarios across the organization.

Position and workforce planning

Connect staffing assumptions, position changes, and personnel costs to the departments and budgets they affect.

Capital improvement planning

Plan projects across years, funding sources, schedules, and costs in a shared capital program.

Reporting and forecasting

Compare planned and actual figures, track assumptions, and produce reports for budget decisions.

Budget books and audit history

Assemble budget narratives and tables for publication while retaining revision history and the record of review decisions.

How it works

Bring the baseline together

Import agreed financial and staffing files, reconcile totals, and establish the planning baseline.

Prepare, review, and plan

Departments submit requests; the budget office reviews scenarios alongside workforce and capital needs.

Adopt and publish

Prepare the budget book and agreed adopted-budget exports for import into your financial system.

Your questions, answered

Does this replace our financial system?

Can departments work within their own permissions?

Are capital projects part of the same product?

How are integrations configured?

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See Budget & Capital Planning in action

Tell us about your systems and workflows. We'll walk through the product and discuss what implementation would look like for your organization.