What is a budget plan ?
A budget plan is used to prepare a project budget . The project manager can therefore make budget requests based on a version of a budget 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: 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.
A budget plan concerns a budget category 
Categories
A budget plan cannot be created without at least one budget version.
Budget plans are used in the 
In the columns Draft, To be validated and Validatedtab, you'll find the number of projects with the corresponding budget plan version. status budget request : Draft. The projects listed will therefore have the version of the budget plan recorded in the budget requests.
Budget plans can be exported 
Budget plans
Even when no budget data has been entered for a budget plan assumption in a project, the project will be counted in the 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 deadlineprojects with a draft, validated or validated budget plan ...
Rights required :
Actions
Button name | Description |
|---|---|
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. Creating a new version of a budget plan | |
Enables you to create a new version of the budget plan , keeping elements of the version to be duplicated (documents, comments, etc.). Duplicate a version of a budget plan |
Creating and modifying a budget plan
The screens for creating and modifying a budget plan are similar.
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.
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 Duplicate a version of a budget plan
Duplicating a budget version saves time and avoids losing relevant information on the budget version.
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