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Table of contents

Budget Budgets enable you to track the progress of a project by item of expenditure.

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 category Type Description and if the budget is Assets or not.

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Rights required :

Screen listing all platform budgets

Filter

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:

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By default, the filter criterion That assets is activated.

Click on Register to apply the filter and Close to return to the list.

Add

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

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Rights required : Creating a budget

Edit

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

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Rights required : Modifying a budget

Modify en masse

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

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Rights required : Modifying a budget

Mass deletion

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

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Rights required : Deleting a budget

Creating and modifying a budget

The screens for creating and modifying a budget are similar.

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Rights required :

budget modification screen

Here are the fields found in this screen:

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Associated analytical axis

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calculated parameter

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Formula

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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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It is possible to select structure values structure those created on the platform that can be linked to a budget. ‣

Seehistory

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

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

Delete

Allows you to delete a budget item.

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Rights required : Deleting 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.

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 :

Budget batch edit screen

Here are the fields found in this screen:

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status

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