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.
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 :
Manage budget plans
Creating a budget request in a project
Manage financial documents
Managing budget envelopes
Frequently asked questions
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What is a budget plan ?
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What is a budget request ?
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What is an envelope ?
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What is a financial document ?
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What's the difference between public and private budget ?
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