The budget concept

Expense items can be allocated :

• At project level
• At project phase level

This choice depends on the platform settings. Enter budget

Expense items can be planned:

• Per month
• Per quarter
• Per year

scheduling can be :

• Manual The total amount is to be divided manually between the start and end dates of the phase.
• Manual last period The entire amount is entered on the last period.
• Linear over working days The total amount is automatically prorated over the working days.
• Linear over calendar days The total amount is automatically prorated over the calendar days.
• Straight-line with integration of completed over due periods The planned is replaced by the completed for past periods. The remaining work (overall planned amount - cumulated completed amount) is distributed linearly over future periods and the current period Linear with integration of the completed amount over the current period : The planned is replaced by the completed over past periods and the current period . The remaining work (overall planned amount - cumulated completed amount) is allocated to future periods on a straight-line basis.
• Manual - Copy completed periods due planned is replaced by Invoiced for past periods. The remaining work (total planned amount [Total column] - cumulative Invoiced amount (up to but not including the current period )) must be entered manually for future periods and the current period .

schedule expenses

Budget consolidation

1. Budgets for the same category are added together.
2. Subtotals will be calculated according to the grouping criterion selected.
• By phase
• By type
• By budget
• By envelope
• By analytical axis
3. Subtotal (by analytical axis)
4. Project total
5. Buttons Fold /  Unfold multiple fold levels (total, subtotal, detail)