Core Questions for 2026 Budget Planning

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Purpose: a clean, fast checklist of prompts to drive OPEX planning. No toggles, minimal decoration, consistent phrasing.

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1. Quick Overview ⚡

• Report total YTD spend vs budget
• Identify vendors or categories with largest variances
• List top vendors by YTD spend
• Surface unusually high variances with causes
• Flag backloaded or front‑loaded costs

2. Baseline and Analysis (2025) 🧩

• Summarize 2025 OPEX by department with Plan Volatility Index (PVI)
• Identify vendors or accounts with largest OPEX variances and explain causes
• Show all vendors BVA (Budget vs Actuals) for 2025 with heatmap
• Highlight accounts with actuals but no budget in 2025
• Show department YTD trend, grouped by vendor and by Labor
• Within Labor, show a YTD heatmap grouped by account, group by entity, group by department
• For my department, show all vendors BVA for 2025