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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.
💡For example: 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 status has passed to 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.
💡 Budget plans can be exported 
Budget plans
🚩 Even when no budget data has been entered for a plan budget assumption in a project, the project will be counted in the column 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.
Rights required (at creation)
Creation actions
Rights required (upon modification)
Modification actions
Deleting a budget version
Field name | Functional information |
Name of plan .
Choose a relevant name, as this field appears elsewhere in the application. | |
Codes are generally entered in uppercase and with underscores _.
It's important to enter them, as they can be useful in the event of an error or import. | |
Enter a label longer than the Wording | |
Enter additional information in this field to describe your plan budget.
This is what will appear in the tooltip. | |
This field is used to position plan in the list of budget plans (1, 5, 10...). | |
Select a category budget from the list Catégories
🚨 When modified, this field can no longer be edited. | |
This field is used to select several budgets to be associated with this plan budget, via a text search or budget-specific filter criteria (the same criteria as Filter budget list). | |
Allows you to select a start and end date for period defined for the plan budget, or pre-defined periods:
- Active month
- Current year
- Last 12 months
- next 12 months
➡️ These periods are the exercises recorded in the platform Exercise tab |
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 ⬇️
Rights required
Actions
Field name | Functional information |
Budget version name
Choose a relevant name, as this field appears elsewhere in the application. | |
Codes are generally entered in uppercase and with underscores _.
It's important to enter them, as they can be useful in the event of an error or import. | |
Enter a label longer than the Wording | |
Enter additional information in this field to describe your plan budget.
This is what will appear in the tooltip. | |
This field is used to position the version of this plan budget in the list of budget plans (1, 5, 10...). | |
This field is used to select the status budget version. | |
Choose the date of thedeadline version of plan budget.
🚩This date is informative, as the plan budget version is closed when the status is defined as Fenced
This date is useful for "programming" the end of validity of this version, in order to create a new one later. |
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 ⬇️
Rights required
Actions
Field name | Functional information |
If this box is checked, then the documents added for 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
Choose a relevant name, as this field appears elsewhere in the application. | |
Codes are generally entered in uppercase and with underscores _.
It's important to enter them, as they can be useful in the event of an error or import. | |
Enter a label longer than the Wording | |
Enter additional information in this field to describe your plan budget.
This is what will appear in the tooltip. | |
This field is used to position the version of this plan budget in the list of budget plans (1, 5, 10...). | |
This field is used to select the status budget version. | |
Selection of thedeadline date of the plan budget version |