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Maintenance Budget Tracking

Track maintenance costs by asset, category, vendor with budget vs. actual analysis and forecasting

Complexity: Moderate | Duration: 15-30m | Category: Operations/Process

Tags: #budget-management #financial-tracking #maintenance-costs #variance-analysis #forecasting

Workflow Diagram​

Steps​

Step 1: Budget Planning​

Agent: financial

analyst - Set annual maintenance budget by asset category

Step 2: Cost Center Allocation​

Agent: budget

controller - Allocate budget to departments and locations

Step 3: Work Order Costing​

Agent: maintenance

specialist - Record labor, parts, and contractor costs on WOs

Step 4: Actual Cost Tracking​

Agent: financial

analyst - Import costs from CMMS, ERP, and AP systems

Step 5: Variance Analysis​

Agent: budget

controller - Compare budget vs. actual monthly

Step 6: Trend Analysis​

Agent: data

analyst - Identify cost trends and unusual variances

Step 7: Forecasting​

Agent: financial

analyst - Project year-end actuals based on trends

Step 8: Corrective Actions​

Agent: maintenance

specialist - Identify cost reduction opportunities

Step 9: Dashboard Creation​

Agent: data

analyst - Build real-time budget tracking dashboards

Step 10: Reporting​

Agent: financial

analyst - Generate monthly budget reports for leadership

Usage​

To execute this workflow:

/workflow operations/process/maintenance-budget-tracking.workflow

See other workflows in this category for related automation patterns.