Project budget requests
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 the project manager enter credit requests for their project. Three different scenarios can be entered: low, medium, and high. Only one of these three scenarios will be approved.
A budget request to a version of a plan .
Rights required : 
Access to the budget request screen
Budget plans and their version(s) must be created before budget requests can be made. 
Budget plans
Here are the fields found in this screen:
Type Other attributes can be displayed in this screen. To display an attribute this screen:
- Add a attribute .
Project - Creating and modifying a attribute - In this attribute, define theme as
Budget. - Add this attribute to a project form
Views > form.
- Add this form the project if it is not already there.
Settings - Display tab >Forms. - Enter a value for this attribute the form or leave 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 be removed from form will continue to appear in the theme. Budget.
Display
This button, located to the left of a phase line, allows you to collapse the assigned budgets.
Clicking on a line expands/collapses the budget allocations.
This button, located to the left of a phase line, allows you to expand the assigned budgets.
Clicking on a line expands/collapses the budget allocations.
This button allows you to collapse all lines: projects and phases.
This button is accessible from the header row of the monitoring , on the left.
This button allows you to expand all lines: projects and phases.
This button is accessible from the header row of the monitoring , on the left.
This button allows you to group the different elements of the table:
- by phase
- by gender
- by budget
- per envelope
- by analytical axis
This button displays a period in the table (month or year). A maximum of 6 months can be displayed on this screen. This is why it is possible to display a period , which will hide the period displayed.
This button displays a period in the table (month or year).
A maximum of 6 months can be displayed on this screen. This is why it is possible to display a period , which will hide the period recent period displayed.
Budget management
This button allows you to assign budgets to the project so that you can define the target, theestimated...
Budgets and analytical areas are adapted to the category in question.
Rights required : budget allocation
If no budget request has been created for the project, it is possible to create one, with a budget version and its assumption.
Rights required : Entering budget requests
This button allows you to remove the budget the phase.
This is only possible if there is no financial document .
This button is available in the 
Rights required : Deleting assignments in thebudget theme
This button is used to enter values for fields: estimated representations, target, etc.
Right required
Entering budget requests and depending on the performances:
Entering a budget target
Capturing thecommitted a budget
Enter the Invoiced of a budget
Capturing budgetestimated
Enter budget planned
Enter the distributed planned of a budget
Entering the completed budget
This button allows you to remove the budget the budget request.
This button is available in the
Rights required : Deleting assignments in thebudget theme
This button displays the financial documents for the selected budget : screen .svg)
financial monitoring filtered on the budget .
This button is available in the
Rights required : Consultation of a financial document
This button allows you to delete the budget request. Several budget requests or versions of budget requests must exist in order to delete one of them.
This button appears in the
Rights required :
This button is used to copy the entries made for the request to the planned 
This button is available in the
Rights required : Copy budget request to planned
Copy the request from a lower hypothesis
It is possible to copy the total requested from the low estimate in the budget version. An amount must already have been entered in the low estimate, and this will appear in parentheses on this button.
This button is available in the
This button becomes grayed out if the status the budget version is validated.
Copy the request from a medium hypothesis
It is possible to copy the total requested from the medium assumption in the budget version. An amount must already have been entered in the medium assumption, and this will appear in parentheses on this button.
This button is available in the
This button becomes grayed out if the status the budget version is validated.
Copy the request from a high hypothesis
It is possible to copy the total requested from the high estimate in the budget version.
An amount must already have been entered in the high estimate, and this will appear in parentheses on this button.
This button is available in the
This button becomes grayed out if the status the budget version is validated.
Copy the planned on the application
This button resumes entries made in
This button is available in the
This button becomes grayed out if the status the budget version is validated.
This button is used to copy the total entered in this budget version and apply it to the representation. target.
This button is available in the
Rights required : Copy total from budget request to target
Data and monitoring
This button is used to export budget monitoring data: a file with the title EXPORT-DATE.xlsx will be downloaded directly.
This file contains the same data as on the screen (same representations).
This button is available in the
This button allows you to viewhistory changes made to a budget entry budget date, user, action, object, property, value, etc.
Stocks are sorted from the most recent to the oldest date.
This button is available in the
Comment
Allows you to delete a comment already added to a budget request.
Rights required : Deleting a comment from a budget request
Allows you to add a comment to the budget request provide more context.
Rights required : Creating a comment for a budget request
Tag a user directly in a comment using the @ symbol to automatically send them an e-mail informing them of your mention. Your user will appear in pink, and other users in blue.
Some users may not be included in the list because they have this setting in their profile:
Attachment
This pop-up appears when you click on the Edit attachment field Attachment(s) .
You can therefore modify three fields concerning the attachment:
This action concerns the Attachment(s)
You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled .pdf, .html, .docx, .png, .bmp, .gif, .xls, .xlsx, .txt...
This action concerns the Attachment(s)
This button allows you to add a new line to the list of attachments, and therefore add a new file.
A maximum size is imposed for security reasons: 10MB for each document added. Error Message displayed: The file "XXX.xxx" (x GB) exceeds the maximum size allowed (10.00 MB) DD/MM/YY HH:MM. This is a server configuration setting, default: 10MB.
This action concerns the Attachment(s)
This button allows you to instantly delete the attachment.
This action concerns the Attachment(s)
This button allows you to change information about an attachment that has already been added.
This window will then appear:
Creating and modifying a budget request
