Budget 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 structures and 
Categories.Budget list
This screen lists the platform's budgets, with the 
Wordingthe Codethe categoryTypeDescription and if the budget is Assets or not.
Rights required :
Consulting a budget- budget allocation
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.
By default, the filter criterion 
That assets is activated.
Click on 
Permet d’ajouter un budget à la plateforme. .svg)
Postes budgétaires - Création et modification d'un budget
Rights required : Creating a budget
Permet de modifier les informations et le paramétrage d’un poste budgétaire. Postes budgétaires - Création et modification d'un budget
Rights required : Modifying a budget
Permet de modifier plusieurs informations sur des budgets. Postes budgétaires - Modification en masse de budgets
Rights required : Modifying a budget
Permet de supprimer plusieurs postes budgétaires à la fois en les sélectionnant.
Rights required : Deleting a budget
Creating and modifying a budget
The screens for creating and modifying a budget are similar.
Rights required :
- Consulting a budget
- budget allocation
- Creating a budget (creation)
- Modifying a budget (change)
Here are the fields found in this screen:
Wording Code Long label Description Assets Type category Generic Budget Associated analytical axiscalculated parameter FormulaIf 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.
Il est possible de sélectionner des valeurs de hiérarchie parmi celles créées sur la plateforme et qui peuvent être rattachées à un budget. ‣
Affiche la liste des modifications effectuées sur ce poste budgétaire, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.
batch edit budgets
By selecting several budgets in the budget list, you can modify certain fields to save time.
Rights required :
- Consulting a budget
- budget allocation
- Modifying a budget
Here are the fields found in this screen:
status category Analytical axis Type Attachments Il est possible de sélectionner des valeurs de hiérarchie parmi celles créées sur la plateforme et qui peuvent être rattachées à un budget. ‣
Validates your changes. This may redirect you to the previous page on some screens.