A plan is used to prepare a budget for one or more fiscal years. It is linked to a budgetcategory 
Categories and contains at least a budget version.
The project manager a budget request budget selecting a version of plan. They can enter amounts based on three scenarios (high, medium, low). Only one can be approved.
Documents and comments may be added if necessary.
Once the hypothesis has been validated (Validated), the amount granted may be distributed among the phases of the project.
Use in the project space
Budget plans are used in the tab 
The columns Draft, To be validated and Validated indicate the number of projects using each version. Clicking on this number takes you to the list of projects filtered by status.
Even if no amount is entered in a scenario, the project is counted in the column. Draft.
Budget plans can be exported. 
Budget plans
For example: a project manager adds a budget request and associates a budget version. He enters different amounts for each hypothesis. He can add documents and comments if he wishes. Then, he can present the elements to his structure to validate one of the 3 hypotheses. When the status has changed to ValidatedThe budget request can be divided between the different phases.
List of budget plans
The 
Wordingthe Codethe Wording of the budget version, the Code of the budget version, the statusthe deadlineprojects with a draft, validated or validated budget plan ...
Rights required : 
Consulting a budget version
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.
Click on 
Allows you to add a plan . Budget plans - Creating and modifying a plan
Rights required : Creating a budget version
Allows you to modify a plan . Budget plans - Creating and modifying a plan
Rights required : Modifying a budget version
Budget plans - Creating and modifying a plan
Creates a new version of the budget plan . The upper part of the screen concerning the plan does not change, but the lower part concerning the new version must be filled in.
Enables you to create a new version of the budget plan , keeping elements of the version to be duplicated (documents, comments, etc.).
Creating and modifying a budget plan
The screens for creating and modifying a budget plan are similar.
Here are the fields found in this screen:
Code Validates your changes. This may redirect you to the previous page on some screens.
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Displays the list of changes made to this plan by all users.
Stocks are sorted from the most recent to the oldest date.
Creating a budget plan version
This screen is used to create a new version of an existing budget plan , which already has a first budget version.
Rights required :
The upper part of the screen concerning the plan does not change, but the lower part on the new version must be filled in ⬇️
Here are the fields found in this screen:
Code Validates your changes. This may redirect you to the previous page on some screens.
Duplicate a version of a budget plan
Duplicating a budget version saves time and avoids losing relevant information on the budget version.
Rights required :
The upper part of the screen concerning the plan does not change, but the lower part on the new version must be filled in ⬇️
Here are the fields found in this screen:
Code Validates your changes. This may redirect you to the previous page on some screens.