For Operational Managers.
Department heads, cost-centre owners, budget contributors.
Can non-financial managers use IDU without training?
IDU is built for operational managers, not just finance teams. Department heads and cost centre owners capture and review budgets without needing to understand the underlying accounting structure. Most managers are productive within a single session.
Can non-financial managers capture capex budgets?
Yes. Cost centre and operational managers can capture capex requirements within a controlled environment, while finance maintains governance and oversight.
How are reports secured by audience?
Role-based access scopes who can see what. Operational managers see their cost centre; finance sees the consolidated picture; trustees see the board view. The same dataset, different lenses.
Can dashboards be tailored per role?
Yes. Each user sees the dashboard scoped to their role and access policy. Cost centre owners, finance managers, and trustees each get a view tailored to what they own — not a single shared report.
How is data access secured?
Role-based access scopes every metric and drill-down. Operational managers cannot see data above their access level. Encrypted at rest and in transit, hosted on Microsoft Azure.
Can IDU handle hundreds of cost centres in a single cycle?
Yes. IDU is built for institutions with 300+ cost centres planning concurrently. Cost centre owners work directly in IDU, finance sees roll-ups in real time, and submission tracking shows who has and hasn’t finalised — all from one dashboard.
Do I need to understand accounting to use IDU?
No. IDU is built for the manager who owns the budget, not the chart of accounts. Cost categories use language you actually use; pre-populated actuals show what you’ve spent against plan; you add context and assumptions alongside the numbers. Most managers are productive in a single session — no formulas to break, no version-control chaos.
Can I see my numbers without asking finance?
Yes. You have a live view of your cost centre’s budget, actuals, and variance — on any device, between meetings. Drill from your top-line summary to a single GL transaction without raising a ticket. If finance hasn’t closed the period yet, you see what’s posted to date with a clear “as of” timestamp.
What if I make a mistake while inputting my budget?
Validation catches obvious errors at entry; everything else is recoverable. Every revision is timestamped and preserved, so you can see exactly what changed and revert if needed. Approval workflows route significant changes to your finance partner — nothing destabilises the consolidated view.
What happens once my budget is approved?
It becomes the live operating plan against which actuals are tracked monthly. You see variance the moment it appears — not at year-end. Forecasts are layered on top so the original budget stays intact, and your access stays the same: drill, comment, and reforecast as the year develops.