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 envelopes
The generalenvelope allows envelopes to be grouped together.
List of budget envelopes
By default, the list shows:
Rights required : Consulting budget envelopes
It is not possible to mass modify or mass delete budget envelopes via this screen.
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.
Click on Register to apply the filter and
Close to return to the list.
Allows you to add a envelope . Budget envelopes - Creating and modifying a envelope
Rights required : Creating a budget envelope
Allows you to modify a envelope . Budget envelopes - Creating and modifying a envelope
Rights required : Modifying 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.
Rights required :
Consulting budget envelopes
Creating a budget envelope (creation)
Modifying a budget envelope (change)
Here are the fields found in this screen:
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.
It is possible to select structure values structure those created on the platform that can be linked to a envelope . ‣
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.
Displays the list of changes made to this envelope by all users.
Stocks are sorted from the most recent to the oldest date.
Validates your changes. This may redirect you to the previous page on some screens.