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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Measurement settings
/Budget envelopes
Budget envelopes
Budget envelopes

Budget envelopes

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Table of contents
  • List of budget envelopes
  • Creating and modifying a budget envelope
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budgetenvelope A budget envelope is a way of grouping together expenses. Its purpose is to finance projects with defined amounts.

Envelopes can be used to compare the amount allocated with the amount spent.

An envelope is attached to a perimeter: a project can use a budget on behalf of an envelope if it belongs to the envelope's perimeter. Budget envelopesBudget envelopes The generalenvelope allows envelopes to be grouped together.

List of budget envelopes

By default, the list shows:

  • WordingWording
  • CodeCode
  • general envelopegeneral envelope
  • statusstatus
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Rights required : Consulting budget envelopesConsulting budget envelopes

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It is not possible to mass modify or mass delete budget envelopes via this screen.

Screen listing the different budget envelopes created on the platform
Screen listing the different budget envelopes created on the platform

FilterFilter

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We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.
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It is possible to filter this list of budget envelopes with a filter criterion :
  • ContainsContains

Click on RegisterRegister to apply the filter and CloseClose to return to the list.

Add

Allows you to add a envelope . Budget envelopes - Creating and modifying a envelopeBudget envelopes - Creating and modifying a envelope

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Rights required : Creating a budget envelopeCreating a budget envelope

EditEdit

Allows you to modify a envelope . Budget envelopes - Creating and modifying a envelopeBudget envelopes - Creating and modifying a envelope

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Rights required : Modifying a budget envelopeModifying a budget envelope

No view can be set for this screen.

Creating and modifying a budget envelope

The screens for creating and modifying a budget envelope are similar.

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Rights required :

  • Consulting budget envelopesConsulting budget envelopes
  • Creating a budget envelopeCreating a budget envelope (creation)
  • Modifying a budget envelopeModifying a budget envelope (change)
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form for modifying a budget envelope
form for modifying a budget envelope

Here are the fields found in this screen:

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WordingWording

envelope description

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CodeCode

Codes are generally entered in uppercase letters and with underscores _ It is important to enter them because they can be helpful in case of an error.

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Long labelLong label

Enter a label that is longer than the character limit for the field Budget allocations - ‣Budget allocations - ‣.

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DescriptionDescription

Enter additional information in this field to describe your envelope.

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OrderOrder

The order in which the resource will appear in the list of resources

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general envelopegeneral envelope

An object that allows you to group budgets (e.g., CIO budgets) and define the fiscal years applicable to those budgets This information can be used with GalileeGalilee

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statusstatus

Choice between Assets and Completed

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BudgetsBudgets

You can select budgets that have already been created on the platform here. Budget itemsBudget items

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ExercisesExercises

You can select here the fiscal years on the platform covered byenvelope

Periods - Exercises tabPeriods - Exercises tab

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WordingWording

This is the budget description budget with this envelope . It is pre-filled with the budget description budget cannot be changed on this screen.

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This field appears in the section envelope lines once one or more budgets have been selected withinenvelope.

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categorycategory

This is the category CategoriesCategories associated with budget in this envelope . It is populated with this category cannot be changed on this screen.

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This field appears in the section envelope lines once one or more budgets have been selected withinenvelope.

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VotedVoted

You can enter an amount in this section of the screen: the amount approved for a budget envelope.

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This field appears in the section envelope lines once one or more budgets have been selected withinenvelope.

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If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

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You can select structure units structure those created on the platform that can be linked to a envelope . Hierarchies - Setting attachmentsHierarchies - Setting attachments

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

DeleteDelete

Allows you to delete a envelope .

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Rights required : Deletion of a budget envelopeDeletion of a budget envelope

SeehistorySeehistory

Displays the list of changes made to this envelope by all users.

Stocks are sorted from the most recent to the oldest date.

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.