← All demos
9
Budget Master
Tier-scoped allocations · reclass workflow · fiscal export
Replaces the WFI-CMSI Budget FY26 spreadsheet. All 27 programs, 123 line items, $5M in contract value — live across one pane. Red lights for overspends and indirect underclaims, line-by-line and bulk reallocation, full change log, one-click export of the Excel reclass list ready to email fiscal. Tier-scoped: directors edit OTPS for their programs, senior directors edit their portfolio, executives see everything.
10
Staff Master
Roster · salary splits across programs · contact directory · outreach
The personnel layer of Budget Master, fused with the org directory. All 422 staff — the 79 on the FY26-27 staffing plan ($2.48M annual payroll) plus the other 343 active staff from the Advanced Report Writer, every one with phones, work email, and personal email pre-loaded. For staffing-plan staff, edit a person and split their salary across the programs that fund them, with live over/under indicators; push Sync to Budget to write the splits back to Budget Master as a batch. Flags 8 staff whose staffing plan salary doesn't match their Budget Master allocations on day one. Outreach tab generates a personalized magic-link form for every staff member to confirm their best phone, work email, and personal email — filter to "missing contact" to send only to the ~350 records that still need attention.
↳ Companion form
Staff Update Form
The page each staff member lands on when they click their personalized link from Staff Master's Outreach tab. Pre-fills their name, title, and current contact info; they confirm or correct phone, work email, personal email, and address; submit writes back to
Preview the form →
staff_directory_updates. Standalone landing page — no auth, just the token in the URL. Demo loads Shantell Walker's record if no token is passed.
🎯 Why this layer matters
The existing OTPS spend tracker (WFI Budget Tracker in the Tracking section) answers "are we spending against what was allocated?" — but it can't tell you "is the allocation itself wrong?" That's what this app owns. It sits one layer up.
The data flow
- Budget Master → master contract allocations across programs
- Staff Master → who fills the FT/PT salary lines + how their pay splits across programs (writes back to Budget Master)
- WFI Budget Tracker → director's view of OTPS spending against their slice
- WFI Intern Hub → stipend pool draws against PT Salary allocations
- BVA upload (next) → fiscal's actual GL becomes the truth column
What ships in v1
Steps 1–3 are live: baseline migration from your spreadsheet, tier-scoped read-only dashboard, and the full reallocation + change log + Excel export workflow. BVA upload (step 4) follows once you've used the reclass workflow on a few real items.