Key concept

A single number in Caleido's budget cell often consists of multiple budget items.

The Overview Panel allows you to:

• See all underlying items behind a number

• Navigate between items

• Edit individually or in bulk

• Control accounting logic with precision using double-entry budgeting

Summary of functionalities

• Below is a short 

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How to open the Overview Panel

• Ensure that budget columns active in your report

• Click any number in the budget

The Overview Panel will open, showing all budget items behind that number.

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Panel structure

The Overview panel has two main sections:

• List of budget items

• Budget item fields

Upper section: List of budget items

This upper section shows all the budget items of a selected cell.

Key behaviors:

• Displays the number of budget items

• Lists all underlying budget rows of the selected budget cell

• Use the left/right arrows to move between budget items

• The selected budget item is shown in the lower section of the panel

Collapse and height adjustment:

• The upper section can be collapsedfrom the dropdown arrow

• Saves space when focusing on editing

• Height can also be resized from the bottom part (hover will show the element)

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Bulk editing (important)

• When multiple budget items are selected, any changes made in the lower section:
  → apply to all selected items

This enables efficient mass updates.

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3. Lower section: Budget item configuration

The lower section contains all fields that define how a budget item behaves.

It is structured into three parts:

• General

• Recurrence

• Dimensions

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4. General section

Defines the core logic and accounting of the budget item.

Item type

• Determines the nature of the budget item

• Includes predefined double-entry logic

• Can be changed via dropdown/search

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Counterparty

• Optional field

• Used for:

  • Customer-level budgeting

  • Supplier-level budgeting

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Memo / description

• Free text field for additional context

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Amount (with formula support)

• Defines the value of the budget item

• Costs must be entered as negative values

Supports formulas and operators:

• =1000 * 1.1

• 500 * 12

Formula mode activates automatically when using operators or =

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Account

• Primary account: default based on item type

• Counter account: editable (if applicable)

This ensures full control over:

• P&L

• Balance sheet

• Cash flow impact

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VAT %

• Defaults from organization settings

• Can be overridden

Input format:

• Enter as a number (e.g. 14 for 14%)

• Do not include %

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5. Recurrence section

Defines timing and repetition of the budget item.

Frequency

• Default: One-time

• Options include:

  • Weekly

  • Monthly

  • Every 2–12 months

  • Custom frequency

If recurring:

• Caleido automatically generates entries based on the selected frequency

Start date

• Defines when the budget item begins

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End date

• Optional

• If not set → continues until end of the budget model

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Period adjustments

• Presets available to:

  • Shift start period (e.g. +1 month, +1 quarter)

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Invoice day

• Defines the exact day entries are generated

• Defaults from organization settings

• Can be overridden

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Payment term

• Defaults from organization settings

• Can be overridden per item

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6. Dimensions section

Used to allocate budget items across business structures such as:

• Department

• Location

• Business unit

Adding dimensions

1. Click Actions → Add field

2. Select from available dimensions

3. Assign value

Managing dimensions

• Edit directly in the panel

• Remove using the “X”

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7. Actions menu

The Actions menu provides key operations for managing budget items and extending the Overview Panel.

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Add field

Use Add field to extend the panel with additional drivers or dimensions.

When selected:

• A dialog opens with three tabs

• Each tab lists fields that can be added to the budget item

Key capabilities:

• Add new drivers available for budgeting

• Add dimensions from your organization (e.g. department, location)

• Newly added fields appear in the Overview Panel and can be used immediately

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Reset to defaults

• Resets all fields of the selected budget item(s)

• Applies the default configuration of the item type

Use this when:

• You want to revert changes

• You need to restore original logic and settings

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Create new

• Creates a new budget item row

• The new row is added to the current context

After creation:

• Configure the fields in the panel

• Click Save to generate the budget item

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Delete

• Deletes the selected budget item(s)

Behavior:

• One selected → deletes that item

• Multiple selected → deletes all selected items

Confirmation required:

• A confirmation dialog is always shown

• Deletion is applied only after confirmation

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8. Saving changes

• Click Save

This will:

• Apply changes

• Trigger generation of entries (especially for recurring items)

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Summary

The Overview Panel is the core tool for:

• Drill-down analysis of budget numbers

• Managing driver-based budgeting

• Controlling timing, recurrence, and accounting structure

Use it whenever you need to understand or modify what drives your budget figures.