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 : Entering budget requests

This button lets you assign budgets on demand... Budgets and cost centers adapt to the budget category you're in Rights required : budget allocation

This button is used to export the project's budget requests to a file. EXPORT-DATE.xls. It includes the table of cost requests by budget category and budget available at the bottom of the screen. 🚩 This button is available in the contextual menu of the screen.

This button resumes entries made in schedule planned) and copy them into this screen, for the budget request (same budget and category). 🚩 This button is available in the contextual menu of the screen. 🚨 This button is grayed out if the budget version status is validated.

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: Copy the request from Basse hypothesis (15000) 🚩 This button is available in the contextual menu of the screen. 🚨 This button is grayed out if the budget version status is validated.

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: Copy request from hypothesis Medium (50000) 🚩 This button is available in the contextual menu of the screen. 🚨 This button is grayed out if the budget version status is validated.

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: Copy request from High hypothesis (150000) 🚩 This button is available in the contextual menu of the screen. 🚨 This button is grayed out if the budget version status is validated.

This button is used to copy the entries made for the request to the planned schedule (same budget and category) 🚩 This button is available in the contextual menu of the screen. Rights required : Copy budget request to planned

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 contextual menu of the screen. Rights required : Copy total from budget request to target

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

This button is used to enter values for fields: estimated representations, target, etc. Rights required : Entering budget requests

This button displays a previous period in the table (month or year).

This button displays a previous period in the table (month or year).

This button lets you add a comment Rights required : Creating a comment for a budget request

This button lets you edit a comment already added to the budget request. It appears when hovering over a comment Rights required : Modify all comments on a budget request

This button is used to delete a comment that has already been added. It appears when hovering over a comment Rights required : Deleting a comment from a budget request

This button is used to remove the budget from the budget request. Rights required : Deleting assignments in thebudget theme 🚩 This button is available via a budget's contextual menu .

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 .

This button displays the financial documents for the selected budget : screen financial monitoring filtered on selected budget Rights required : Consultation of a financial document 🚩 This button is available via a budget's contextual menu .

🚩 This action concerns the field Document It is possible to add a document. For example, you can upload a .pdf, .html, .docx, .png, .bmp, .gif.xls, .xlsx, .txt... 🚨 It is impossible to add a document if the budget version status is validated. 🚨 A maximum size is imposed for security reasons: 500MB for each document added. ErrorMessage displayed: File "XXX.xxx" (x GB) exceeds maximum size allowed (500.00 MB) DD/MM/YY HH:MM

🚩 This action concerns the field Document This button adds a new line to the list of documents in the budget request, thus adding a new file.

🚩 This action concerns the field Document This button is used to change information on the document already added

🚩 This action concerns the field Document This button instantly deletes the document