Create or modify a budget plan
Prerequisites : access the screen
Budget plans via the
Main menu >Â
Budget management .
Then click onÂ
Add or access a previously created plan .
Steps 1 to 4: Budget plan
- Fill in theÂ
Wording and other non-mandatory fields.
- Choose theÂ
category budget plan .
Select one or more budget in the budget plan (you can filter to find them).
- Select budget plan years in the fieldÂ
period.
Please note that once the budget plan has been created, it can no longer be modified.
Steps 5 to 7: associated budget version
- Fill in theÂ
Wording and other non-mandatory fields.
- Select aÂ
status for the budget version.
- Choose aÂ
deadline. This date is for information only, and is used to "program" the end of validity of this version, so that a new one can be created later.
- Click on
Register.
Read more :
Request