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 copy data from budget "planned" to the request and vice versa.
budget request allows project manager to enter credit requests for its 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 plan budget.
Rights required
Access to the budget request screen
General actions
Name | Description |
---|---|
If no budget request has been created for the project, then it is possible to create one, with a budget version and its hypothesis. Create a budget request Rights required : Entering budget requests | |
This button lets you assign budgets on demand... Budgets and analytical axes are adapted to the category budget you are working on. Rights required : Assigning a budget | |
This button is used to export the project's budget requests to a file. | |
This button resumes entries made in schedule (planifié) et de les recopier dans cette écran, pour la demande budgétaire (même budget et catégorie). 🚩 This button is available at contextual menu . 🚨 This button is grayed out if the status budget version 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: | |
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 schedule (same budget and category) 🚩 This button is available at contextual menu . 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 next budget version. representation target 🚩 This button is available at contextual menu . Rights required : Copy total from budget request to target | |
Use this button to delete the budget request. Several budget requests or versions of budget requests must exist in order to delete one of them. 🚩 This button is available at contextual menu . | |
This button, to the left of the phase line, folds the allocated budgets and makes it impossible to modify the representation cells of a budget 🚩 Clicking on a line folds/unfolds the allocations. budget | |
This button, to the left of a phase line, unfolds the allocated budgets and makes it possible to modify the representation cells of a budget 🚩 Clicking on a line folds/unfolds the allocations. budget | |
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 genre - by budget - by envelope - by analytical axis | |
This button is used to enter values for fields: representations estimated, 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 : Create a comment for a budget | |
This button is used to edit a comment already added to budget request. It appears when you hover over a comment Rights required : Modify all comments of a budget | |
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 | |
This button is used to remove the budget from the budget request Rights required : No more assignments in the theme budget 🚩 This button is available at contextual menu . budget | |
This button allows you to view thehistory of modifications to entries on a budget : date, user, action, object, property, value Actions are sorted from the most recent date to the oldest. 🚩 This button is available via the contextual menu of a budget | |
This button displays the financial documents for the selected budget : screen monitoring financial filtered on the selected budget Rights required : Consultation of a financial document 🚩 This button is available at contextual menu . budget | |
🚩 This action concerns the field Document
It is possible to add a document. For example, you can load a | |
🚩 This action concerns the field Document This button is used to add a new line to the list of documents on budget request, and therefore to add a new file. | |
🚩 This action concerns the field Document This button is used to change information on document already added | |
🚩 This action concerns the field Document This button instantly deletes the document |
Field name | Description |
This field indicates the phase for which the budget has been assigned. The start and end dates appear.
This field appears if Group by has been set to Type , Budget , envelope or Analytical axis | |
This field serves as a reminder of the type of budget allocated (OPEX, CAPEX, etc.).
This field appears if Group by has been set to Phase , Budget , envelope or Analytical axis | |
This field is used to indicate the envelope to which budgets are attached. Budget envelopes
This field appears if Group by has been set to Phase , Type , Budget or Analytical axis | |
This is the analytical axis of the expense item Analytical axes
This field appears if Group by has been set to Phase , Type , Budget or envelope | |
This is the sum of previous periods, which are not displayed on the screen. | |
This is the month and year of the selected period (between the start and end months). Example: january 21 | |
This is the sum of subsequent periods, which are not displayed on the screen. |
Attachment editing window
This pop-up appears when you click on the Edit attachment field Attachment(s) .
Creating and modifying a budget request
Field name | Description |
Name of the budget version, already created in plan . Budget plans | |
This is the status of the request (draft, to be validated, validated...). | |
The version hypothesis, for example:
- high
- medium
- low | |
This button is used to add a document to the budget request |