Project budget evolution screen
This screen displays the various theme budget representations in tabular and graphical form. The desired period interval can be displayed.
The status of theme is displayed at the top right of the screen: validated / to be validated.
You can see the evolution of budgets according to one category of budget or another.
General actions
Rights required
🚩Aucune n'est paramétrable pour cet écran.
| Button name | Description |
|---|---|
This field is used to add a phase : with or without template ➡️ Creation and modification of a phase | |
This button validates the entry: it will no longer be possible to make modifications, either on this screen or on the | |
This button cancels the validation of the entry, to allow modifications to be made again, either on this screen or on the | |
Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected) | |
Unfold a table row: display certain elements (depending on the grouping selected) | |
This button folds all lines: projects and phases. 🚩 This button can be accessed from the header line of the budget evolution table, on the left. | |
This button unfolds all lines: projects and phases 🚩 This button can be accessed from the header line of the budget evolution table, on the left. | |
Displays other categories of budget | |
Allows you to assign a budget to the project or to a phase directly (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 at status completed. 🚩 This button is available for a project or a phase (grouped by phase) | |
This button is used to remove a budget from the phase/project,
Rights required : | |
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 line budget | |
This is one of the possible displays of budget trends | |
This is one of the possible displays of budget trends | |
This is one of the possible displays of budget trends | |
This is one of the possible displays of budget trends | |
This is one of the possible displays of budget trends | |
This is one of the possible displays of budget trends | |
This is one of the possible displays of budget trends | |
This is one of the possible displays of budget trends | |
This is one of the possible displays of budget trends | |
This is one of the possible displays of budget trends | |
This button inverts the axes on the graph: period / planned for example. | |
This button displays X-axis text rotated by 90°. | |
This button exports the information displayed on the screen to an .xls file.
The category selected and the period selected are similar to those found in the export.
The data will appear in the form of a table of values.
The file will be named |
Field name | Information |
Choice between :
- Phase To view the phase and project labels, unfold the attached budget measures.
- parameter allows you to view measurement labels, attached phases can be unfolded
- Type allows you to view the different types of budgets, which can be unfolded.
- Flat displays the budget label for each phase/project | |
Allows you to choose the range of periods to be displayed in the budget trend table and in the graphs below: period from start | |
Selects the range of periods to be displayed in the budget trend table and in the graphs below: period end | |
Depending on the grouping chosen: phase/project label, budget label or genre label. | |
This field appears if grouping is set to Flat or Type
This is the name of the phase to which the budget is assigned.
phase can be modified by clicking on the phase ➡️ label. Creating and modifying a phase | |
This is the type of structure at parameter. Within the same category of budget, it is possible to find several budget types: operating, investment... | |
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. |
