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 :
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 
Allows you to add a budget the platform. .svg)
Budget items - Creating and modifying a budget
Rights required : 
Creating a budget
Allows you to modify the information and settings for a budget item. Budget items - Creating and modifying a budget
Rights required : Modifying a budget
Allows you to modify various information about budgets. Budget items - batch edit budgets
Rights required : Modifying a budget
Allows you to delete multiple budget items at once by selecting them.
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:
Code Type 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 budget. ‣
Displays the list of changes made to this budget item by all users.
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 :
Here are the fields found in this screen:
Type It is possible to select structure values structure those created on the platform that can be linked to a budget. ‣
Validates your changes. This may redirect you to the previous page on some screens.