IAM Accelerator – Contract Budget Tracker

What it is: a structured record of budget against actuals per contract year. Not a full financial module.

How it works

1. At contract start, a Web Form captures budget per year: contract and internal costs (buy side) or revenue and costs (sell side).
2. Amounts are stored as Navigator fields.
3. Each quarter, Maestro asks the owner for actuals, or they come from an ERP via an App Center extension.
4. Budget changes need approval; each version is saved as a Doc Gen snapshot.
5. Overruns above the threshold trigger an alert and an Accelerator 10 agenda item.
6. Navigator shows planned vs. actual per contract and portfolio.
7. At close-out, figures are handed over to Accelerator 14.

What's prebuilt: budget and actuals forms; budget fields per year; change approval with snapshots; overrun alert; planned vs. actual view; optional ERP extension.

Customer configures: cost categories, contract years, reporting frequency, overrun threshold.

Standard: CMS™ 4.1.1 (track funding and contract value, manage payments, assess cost information), 2.1.1 (verify funds).

Value: cost overruns are visible early, even without an ERP integration.