Logo
  • Other versions
  • Virage Group
  • Espace Magenta
  • Support ticket
  • Strat Monitor documentation
Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Manage budgets

Manage budgets

icon
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.

Preparing your project budget

Your project has been created and may already be based on a template.

However, the budget may have to be modified or even created from scratch.

To do this, you need :

Understanding budgetsUnderstanding budgetsAllocate budgetsAllocate budgetsEnter mytarget budgetEnter mytarget budgetschedule expensesschedule expensesEnter budgetEnter budgetCreating a budget request in a projectCreating a budget request in a project

Manage budget plans

Create and fill in budget plansCreate and fill in budget plansCopy plans or budget versionsCopy plans or budget versions

Creating a budget request in a projectCreating a budget request in a project

Manage financial documents

Create financial document typesCreate financial document typesEnter a financial documentEnter a financial documentExporting financial documentsExporting financial documents

Managing budget envelopes

Create an envelopeCreate an envelopeEntering an envelope budgetEntering an envelope budget

Frequently asked questions

‣

What is a budget plan ?

‣

What is a budget request ?

‣

What is an envelope ?

‣

What is a financial document ?

‣

What's the difference between public and private budget ?

‣

Why can't I link my budget to an analytical axis?

To find out more...

BudgetsBudgets

Logo

Produced by Virage Group