Settings

System configuration and administration

Fiscal Year Configuration

Active Budget Year

Reconciliation Year

DFM Submission Deadline

Budget Cycle Phase

Agency Management

65 executive-branch agencies configured. Manage agency contacts, liaisons, and budget packet assignments.

Data Source Connections

Workbook Uploads (Excel/CSV)

Last sync: Jul 28, 2026

Connected

ServiceNow HAM/SAM

Last sync: —

Planned — future system of record

Luma (Infor) ERP

Last sync: —

Planned

Notification Preferences

New comments on my packets

Approval requests

Deadline reminders (7 days before)

Data import completions

Budget variance alerts (>10%)

Delivery Scope

Phase 1 — January target

Budget packets with drill-down to serial level
Agency budget-request workflow (include/defer + submit)
Request tracking, variance report, phase tracking
Criticality formula + item overrides
Workbook uploads (Excel/CSV) with column mapping
Role-based access: ITS, agency-scoped, DFM read-only
In-app + email notifications

Phase 2 — architected, not in MVP scope

ServiceNow HAM/SAM API sync (system of record, on ITS timeline)
Luma (Infor) ERP actuals feed
SMS notification channel
Automated DFM submission
Historical-data normalization & import

Users & Roles

≈250 provisioned users (180–200 agency liaisons, CFOs, and directors across 65 agencies, plus ≈50 ITS staff) authenticate via Okta SSO. Roles: ITS Admin, Fiscal Officer, Leadership, Agency Relationship Manager, Agency Liaison (scoped to own agency), DFM Analyst (read-only, all agencies).