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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Budget trends

Budget trends

Project budget evolution screen

image

This screen allows you to view the different representations of the theme budget in the form of tables and graphs. The desired period interval can be displayed.

The status the theme is displayed at the top right of the screen: validated / to be validated.

It is possible to view the budget evolution table according to one budget category or another.

General actions

RegisterRegister

🚦

Rights required :Consulting a budgetConsulting a budget

Screen-specific actions

Button name
Description
Add a phase

This field is used to add a phase : with or without template ➡️

Validate entry

This button validates the entry: it will no longer be possible to make modifications, either on this screen or on the SummarySummary of the project A confirmation window appears, confirming your entry. Rights required : Validate the projectValidate the project

Invalidate input

This button cancels the validation of the entry, to allow modifications to be made again, either on this screen or on the SummarySummary of the project. A confirmation window appears, confirming the cancellation of the input validation. Rights required : Invalidate the projectInvalidate the project

Fold

Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected)

Unfold

Unfold a table row: display certain elements (depending on the grouping selected)

Fold everything

This button folds all lines: projects and phases. đźš© This button can be accessed from the header line of the budget evolution table, on the left.

Unfold all

This button unfolds all lines: projects and phases đźš© This button can be accessed from the header line of the budget evolution table, on the left.

Other categories

Displays other budget categories CategoriesCategories that have not been assigned to the project or one of its phases

Select to assign

Allows you to assign a budget directly to a project or phase (list of budgets, filter criteria and search appear in a pane on the left of the screen. 🚨It is not possible to assign a new budget to a phase in completed status . 🚩 This button is available for a project or a phase (grouped by phase).

Remove

This button is used to remove a budget from the phase, Rights required : Deleting assignments in thebudget themeDeleting assignments in thebudget theme đźš© This button is available via the contextual menu of a budget line.

Seehistory

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. đźš© This button is available via the contextual menu of a budget line.

Circular diagram

This is one of the possible displays of budget trends

Bar diagram

This is one of the possible displays of budget trends

Stacked bars

This is one of the possible displays of budget trends

Stacked bars (%)

This is one of the possible displays of budget trends

On line

This is one of the possible displays of budget trends

Staircase

This is one of the possible displays of budget trends

Areas

This is one of the possible displays of budget trends

Stacked areas

This is one of the possible displays of budget trends

Table of values

This is one of the possible displays of budget trends

Percentage table

This is one of the possible displays of budget trends

Reverse the axes

This button inverts the axes on the graph: period / planned , for example.

Toggle X axis values

This button displays X-axis text rotated by 90°.

Export to Excel

This button exports the information displayed on the screen to an .xls file. The selected category and the selected period are similar to those found in the export. The data will appear in the form of a table of values. The file name will be Graph_of_repartition_in_time_DATE.xls or Evolution_of_cumulus_over_time_DATE.xls and will be downloaded directly

Here are the fields found in this screen:

‣
Group byGroup by
‣
FromFrom
‣
ÀÀ
‣
WordingWording
‣
PhasePhase
‣
TypeType
‣
ÎŁ per. <ÎŁ per. <
‣
periodperiod
‣
ÎŁ per. >ÎŁ per. >
đź’ˇ

Other attributes can be displayed in this screen. To display an attribute this screen:

  1. Add a attribute . Project - Creating and modifying a attributeProject - Creating and modifying a attribute
  2. In this attribute, define themetheme as Budget.
  3. Add this attribute to a project form ViewsViews > formform.
  4. Add this form the project if it is not already there. Settings - Display tabSettings - Display tab >FormsForms.
  5. 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.

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Produced by Virage Group