Where can I find a quick view of how my Organizational Units are performing in terms of spending?

You can find quick views of this information in two places. Each has a different focus:

• The first can be found by selecting Spend View on the Organization Chart. This shows the total available and the total utilized for the OU.

• The second is found on the OU's card, as shown in the Viewing OUs article. This shows the OU's aggregate spend compared with its aggregate planned amount (or its aggregate budget or OU threshold, if you use budgets), along with a spend bar.