Project budget requests
Budget plans and their version(s) must be created before budget requests can be made.
It is not possible to import "requested" budget data into the budget lines of a budget request. However, it is possible to copyplanned budget data to the request and vice versa.
The budget request allows the project manager to enter credit requests for his project. 3 different assumptions can be entered: low, medium and high. Only one of these 3 assumptions will be validated. A budget request corresponds to a version of a budget plan .
Rights required :
Access to the budget request screen
General actions
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Users - ‣
Name | Description |
|---|---|
 | If no budget request has been created for the project, it is possible to create one, with a budget version and its assumption.
Create a budget request
Rights required : |
 | This button lets you assign budgets on demand...
Budgets and cost centers adapt to the budget category you're in
Rights required : |
 | This button is used to export the project's budget requests to a file. |
 | This button resumes entries made in |
 | It is possible to copy the requested total from the low hypothesis of the budget version.
An amount must already have been entered in the lower case, and will appear in brackets on this button: |
 | It is possible to copy the requested total from the medium hypothesis of the budget version.
An amount must already have been entered in the medium assumption, and will appear in brackets on this button: |
 | It is possible to copy the requested total from the high hypothesis of the budget version.
An amount must already have been entered in the high hypothesis, and will appear in brackets on this button: |
 | This button is used to copy the entries made for the request to the planned |
 | This button is used to copy the total entered in this budget version and apply it to the representation. |
 | This button deletes the budget request. Several budget requests or versions of budget requests must exist in order to delete one of them. 🚩 This button is available in the contextual menu of the screen. |
 | This button on the left of a phase line folds the assigned budgets, making it impossible to modify the representation cells of a budget . 🚩 Clicking on a line folds/unfolds the budget assignments. |
 | This button, to the left of a phase line, unfolds the assigned budgets and makes it possible to modify the representation cells of a budget . 🚩 Clicking on a line folds/unfolds the budget assignments. |
 | Allows you to fold a level on the board: fold project phases, or fold phase budgets, for example. |
 | Unfold a level on the table: unfold project phases, or unfold phase budgets, for example. |
 | This button folds all lines: projects and phases 🚩 This button can be accessed from the header line of the budget request table, on the left. |
 | This button unfolds all lines: projects and phases 🚩 This button can be accessed from the header line of the budget request table, on the left. |
 | This button is used to group the various elements of the table : - by phase - by type - by budget - by envelope - by analytical axis |
Edit | This button is used to enter values for fields: estimated representations, target, etc.
Rights required : |
.svg){kind=small} | This button displays a previous period in the table (month or year). |
 | This button displays a previous period in the table (month or year). |
Add | This button lets you add a comment
Rights required : |
 | This button lets you edit a comment already added to the budget request. It appears when hovering over a comment
Rights required : |
 | This button is used to delete a comment that has already been added. It appears when hovering over a comment
Rights required : |
 | This button is used to remove the budget from the budget request.
Rights required : |
 | This button displays thehistory modifications to budget entries: date, user, action, object, property, value, etc. Actions are sorted from the most recent date to the oldest. 🚩 This button is available via a budget's contextual menu . |
.svg){kind=small} | This button displays the financial documents for the selected budget : screen |
 | 🚩 This action concerns the field |
 | 🚩 This action concerns the field |
 | 🚩 This action concerns the field |
Delete attachment | 🚩 This action concerns the field |
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Here are the fields found in this screen:
Phase Type envelope Analytical axis Σ per. < periodΣ per. > To display an attribute in this screen :
- Add a project attribute
- Set theme as Budget.
- Add this attribute to a project form
Views - Add this form to the project if you haven't already done so
- Enter a value for this attribute or use the default value.
Theattribute is then added to all budget screens for this project if it has a specific value, and to all projects where this form is added if it uses a default value.
Once it has a value, this attribute can be removed from the form and will continue to appear in theBudget theme .
Attachment editing window
This pop-up appears when you click on the 
Edit attachment field Attachment(s) .
You can therefore modify three fields concerning the attachment:
- Wording
- status
- Version
Creating and modifying a budget request
Here are the fields found in this screen:
Budget version status Hypothesis Document