.svg)
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
Filter budget list
By default, the filter criterion 
That assets is activated.
Click on 
This screen lists the platform's budgets, with the 
Wordingthe Codethe categoryTypeDescription and if the budget is Assets or not.
General actions
Modify en masse (select several budgets) ➡️ batch edit budgets
Rights required :
Consulting a budget- budget allocation
Creating and modifying a budget
The screens for creating and modifying a budget are similar.
Here are the fields found in this screen:
Wording Code Long label Description Assets Type category Generic Budget Associated analytical axiscalculated parameter FormulaRights required :
- Consulting a budget
- budget allocation
- Creating a budget (creation)
- Modifying a budget (change)
Creation actions
Modification actions
Apply
Deleting a budget
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 from those created on the platform and which can be attached to a budget (defined on Add attachments to selected items or Replace attachments for selected items). 
Hierarchies
batch edit budgets
Here are the fields found in this screen:
status category Analytical axis Type Attachments 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
General actions
It is possible to select structure values from those created on the platform and which can be attached to a budget (defined on Add attachments to selected items or Replace attachments for selected items). Hierarchies