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

Budget items

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Table of contents
  • Budget list
  • Creating and modifying a budget
  • batch edit budgets
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Budget Budgets enable you to track the progress of a project by item of expenditure. Budget managementBudget management. A budget can be managed using various representations, such as thetarget, planned or completed budget . There are also financial documents, budget plans and envelopes to manage your budgets according to your needs. These expenditure items can be allocated to a project or phase , and planned on a monthly, quarterly or annual basis. Before using budgets, you need to set up their structure via the parameter structuresparameter structures and CategoriesCategories.

Budget list

This screen lists the platform's budgets, with the WordingWordingthe CodeCodethe categorycategoryTypeTypeDescriptionDescription and if the budget is AssetsAssets or not.

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Rights required :

  • Consulting a budgetConsulting a budget
  • budget allocationbudget allocation
Screen listing all platform budgets
Screen listing all platform budgets

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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This list of budgets can be filtered using several criteria:
  • ContainsContains
  • TypeType
  • categorycategory
  • That assetsThat assets
  • Analytical axisAnalytical axis
  • AttachmentsAttachments
  • Generic BudgetGeneric Budget
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By default, the filter criterion That assetsThat assets is activated.

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

Add

Allows you to add a budget the platform. Budget items - Creating and modifying a budgetBudget items - Creating and modifying a budget

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Rights required : Creating a budgetCreating a budget

EditEdit

Allows you to modify the information and settings for a budget item. Budget items - Creating and modifying a budgetBudget items - Creating and modifying a budget

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Rights required : Modifying a budgetModifying a budget

Modify en masse

Allows you to modify various information about budgets. Budget items - batch edit budgetsBudget items - batch edit budgets

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Rights required : Modifying a budgetModifying a budget

Mass deletionMass deletion

Allows you to delete multiple budget items at once by selecting them.

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Rights required : Deleting a budgetDeleting a budget

Creating and modifying a budget

The screens for creating and modifying a budget are similar.

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Rights required :

  • Consulting a budgetConsulting a budget
  • budget allocationbudget allocation
  • Creating a budgetCreating a budget (creation)
  • Modifying a budgetModifying a budget (change)
budget modification screen
budget modification screen

Here are the fields found in this screen:

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WordingWording

budget name. It is important to choose a relevant name, as this field appears elsewhere in the application.

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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 useful in case of errors or during import.

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Long labelLong label

Enter a label that is longer than the WordingWording

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DescriptionDescription

Enter additional information in this field to describe your budget. This is what will appear in the tooltip.

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AssetsAssets

If this box is checked, the budget considered active and can be selected in the app.

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TypeType

Selection from the list of genres (attribute ): investment, operation, recipe...

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categorycategory

Selection from the list of CategoriesCategories

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Generic BudgetGeneric Budget

If this box is checked, then you must select a Budget items - ‣Budget items - ‣ This budget therefore be displayed using the filter criterion Generic BudgetGeneric Budget

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If no analytical axis exists, then this field does not appear on the form.

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Associated analytical axisAssociated analytical axis

Selection from the list of Analytical axesAnalytical axes

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If no analytical axis exists, then this field does not appear on the form.

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Once an analytical axis has been created, you need to log out and then log back in to the application to associate it with a budget.

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calculated parametercalculated parameter

Check this box if the budget considered a parameter using a Budget items - ‣Budget items - ‣

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If the checkbox was not checked when the record was created, it cannot be checked when the record is edited.

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FormulaFormula
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This field appears only if the checkbox calculated parametercalculated parameter is checked.

To enter a formula, use the following prefixes:

  • UP_ATTRIBUTE to reference an attribute ,
  • PROJECT_ATTRIBUTE for a attribute ,
  • PROJECT_MEASURE to reference another parameter theme same project theme ,
  • PROJECT_CATEGORY to list a category Resource (only for one parameter) budget).

For example: PROJECT_MEASURE.quantity * ITEM_ATTRIBUTE.price ➡️ quantityis the parameter code parameter price theattribute code. Use the alternative syntax [ instead of . if your code contains a hyphen If the codes consist solely of numbers, use the following syntax PROJECT_MEASURE['007'] where 007 is the parameter code parameter If an attribute referenced in the formula and is of the numeric or list type, it must have a default value.

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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 budget. Hierarchies - Setting attachmentsHierarchies - Setting attachments

SeehistorySeehistory

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

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

DeleteDelete

Allows you to delete a budget item.

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Rights required : Deleting a budgetDeleting a budget

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.

RegisterRegister

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

batch edit budgets

By selecting several budgets in the budget list, you can modify certain fields to save time.

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Rights required :

  • Consulting a budgetConsulting a budget
  • budget allocationbudget allocation
  • Modifying a budgetModifying a budget
Budget batch edit screen
Budget batch edit screen

Here are the fields found in this screen:

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statusstatus

You can change the status budgets that have been modified in bulk:

  • No change
  • Reactivate : makes budgets active, checkbox AssetsAssets re-tagged
  • Disable : makes budgets inactive, checkbox AssetsAssets fired
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categorycategory

Select abudget category budget the list CategoriesCategories or No change

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Analytical axisAnalytical axis

Select an analytical axis from the list Analytical axesAnalytical axes or No change

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TypeType

Select a budget category from the list of categories or No change

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AttachmentsAttachments

This field allows you to modify the structure link (add or replace):

  • No change
  • Add attachments to selected items
  • Replace attachments for selected items
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You can select structure units structure those created on the platform that can be linked to a budget. Hierarchies - Setting attachmentsHierarchies - Setting attachments

RegisterRegister

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