• Contains
• status of the budget version
• Plans based on current values

plan name. It is important to choose a meaningful name, as this field appears elsewhere in the application.

Codes are generally entered in uppercase letters and with underscores _ It is important to enter them because they can be useful in case of errors or during import.

Enter a label that is longer than the Wording

Enter additional information in this field to describe your plan . This is what will appear in the tooltip.

This field is used to specify the position of this plan in the list of budget plans (1, 5, 10...).

Select a category from the list Categories 🚨 Once saved, this field can no longer be edited.

This field allows you to select multiple budgets to associate with this plan , using a text search or budget-specific filter criteria.

Allows you to select a start date and end date for period in the plan , or predefined periods:

• Active month
• Current year
• Last 12 months
• next 12 months

➡️ These periods are the exercises saved on the platform No access

Budget Version Name It is important to choose a meaningful name, as this field appears elsewhere in the application.

Codes are generally entered in uppercase letters and with underscores _ It is important to enter them because they can be useful in case of errors or during import.

Enter a label that is longer than the Wording

Enter additional information in this field to describe your plan . This is what will appear in the tooltip.

This field is used to identify the version of this plan in the list of budget plans (1, 5, 10...).

This field allows you to select the status the budget version

Selecting thedeadline datedeadline the plan version.

This date is useful for "scheduling" when this version will expire so that a new one can be created afterward.

Duplicating the current budget version. You will be able to access it once the duplication is complete ➡️ when you save the new version via the duplication process

If this box is checked, then the documents added to the duplicated version in Request will be included in the new version of plan .

If this box is checked, then the comments added for the duplicated version in Request will be included in the new version of plan .

Budget Version Name It is important to choose a meaningful name, as this field appears elsewhere in the application.

Codes are generally entered in uppercase letters and with underscores _ It is important to enter them because they can be useful in case of errors or during import.

Enter a label that is longer than the Wording

Enter additional information in this field to describe your plan . This is what will appear in the tooltip.

This field is used to identify the version of this plan in the list of budget plans (1, 5, 10...).

This field allows you to select the status the budget version

Selecting thedeadline datedeadline the plan version