Project budget evolution screen
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
Rights required :
Consulting a budget
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 |
Invalidate input | This button cancels the validation of the entry, to allow modifications to be made again, either on this screen or on the |
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 |
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 : |
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 |
Here are the fields found in this screen:
Group by From À Wording Phase Type 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 .