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What is plan ?
A plan budget can be used to prepare a project's budget . project manager can therefore request budget based on a version of plan .
It is possible to enter amounts for the different budget representations and to give assumptions for demand (high, medium, low). Only one of these 3 assumptions can be validated.
Par exemple : un chef de projet ajoute une demande de budget et associe une version budgétaire. Il saisit des montants différents pour chaque hypothèse. Il peut ajouter des documents et commentaires s'il le souhaite. Ensuite, il peut présenter les éléments à sa hiérarchie pour valider une des 3 hypothèses. Lorsque le statut est passé à Validatedbudget can be split between the different phases.
A plan budget concerns a category budget 
Catégories
A plan budget cannot be created without at least one budget version.
Budget plans are used in the 
In the columns Draft, To be validated and Validatedtab, the number of projects with the corresponding plan budget version is displayed. status budget request : Draft. The projects listed will therefore have the version of the plan budget recorded in the budget requests.
Il est possible d'exporter les plans budgétaires 
Budget plans
Même quand aucune donnée budget n'a été saisie pour une hypothèse d'un plan budgétaire dans un projet, le projet sera compté dans la colonne Draft version.
List of budget plans
Filter the list of budget plans
Click on 
The 
Wordingthe Codethe Wording of the budget version, the Code of the budget version, the Statusthe Date ofdeadlineprojects with a draft, validated, validated plan budget...
Rights required :
Actions
Button name | Description |
|---|---|
Allows you to create a new version of plan . The upper part of the screen concerning plan does not change, but the lower part concerning the new version must be filled in. Create a new version of plan | |
Enables you to create a new version of the plan budget while keeping elements of the version to be duplicated (documents, comments, etc.). Duplicate a version of a plan budget file |
Creating and modifying a plan budget
The screens for creating and modifying a plan budget are similar.
Creation of a plan budget version
This screen is used to create a new version of an existing plan budget, which already has a first budget version.
The upper part of the screen for plan remains unchanged, but the lower part for the new version should be filled in ⬇️
Voici les champs retrouvés dans cet écran :
Code Duplicate a plan budget version
Duplicating a budget version saves time and avoids losing relevant information on the budget version.
The upper part of the screen for plan remains unchanged, but the lower part for the new version should be filled in ⬇️
Voici les champs retrouvés dans cet écran :
Code