Expense scheduling screen
This screen is one of the Budget tabs in the project area. It is used to update planned allocations: planned or forecast total.
You can scheduling expenses automatically or manually, according to time periods.
For budget valuation of resources: planned réparti period = RAFD period + completed valorized periods
Rights required : 
Access to budget scheduling screen
Here are the fields found in this screen:
Phase Type envelope Distribution target estimated Total ÎŁ per. <periodÎŁ per. >Other attributes can be displayed in this screen. To display an attribute this screen:
- Add a attribute .
Project - Creating and modifying a attribute - In this attribute, define theme as
Budget. - Add this attribute to a project form
Views > form.
- Add this form the project if it is not already there.
Settings - Display tab >Forms. - 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.
The following actions are possible on this screen:
Display
This button, located to the left of a phase line, allows you to collapse the assigned budgets.
Clicking on a line expands/collapses the budget allocations.
This button, located to the left of a phase line, allows you to expand the assigned budgets.
Clicking on a line expands/collapses the budget allocations.
This button allows you to group the different elements of the table:
- by phase
- by gender
- by budget
- per envelope
- by analytical axis
This button allows you to display all lines, or to hide budget lines budget do not contain any allocation data: empty lines.
The parameter Blank lines hidden in the 
Global configuration automatically hides empty lines. It will be possible to change the display manually, but the next time the page is reloaded, the display will become as configured.
This button displays a period in the table (month or year). A maximum of 6 months can be displayed on this screen. This is why it is possible to display a period , which will hide the period displayed.
This button displays a period in the table (month or year).
A maximum of 6 months can be displayed on this screen. This is why it is possible to display a period , which will hide the period recent period displayed.
This button allows you to collapse all lines: projects and phases.
This button is accessible from the header row of the monitoring , on the left.
This button allows you to expand all lines: projects and phases.
This button is accessible from the header row of the monitoring , on the left.
Budget management
This button appears if financial document types have been created on the platform. 
Types of financial documents
This button allows you to add a financial document an item justifying an expense. See
Each type of financial document to a representation.
It will be possible to select a type of financial document accessing the form .
Rights required :
- Consultation of a type of financial document
- Creating a financial document
- and enter data on a representation representation corresponding to a financial document type): for example Entering the completed budget
This button allows you to assign budgets to the project so that you can define the target, theestimated...
Budgets and analytical areas are adapted to the category in question.
Rights required : budget allocation
This button is used to apply a budget scheduling distribution when it is not automatic.
This button is used to copy one representation to another: for example, to copy the target or theestimated to the planned .
This button validates the entry: it will no longer be possible to make changes, either in this screen or in the budget screens. Only the representation target can be modified.
A confirmation window appears to confirm the validation of the entry.
Rights required : Validate the project
This button is used to cancel the validation of the entry, so that modifications can be made again. A confirmation window appears, confirming that the input validation has been cancelled.
Rights required : Invalidate the project
This button allows you to remove the budget the phase.
This is only possible if there is no financial document .
This button is available in the 
Rights required : Deleting assignments in thebudget theme
This button is used to enter values for fields: estimated representations, target, etc.
Required law, depending on the performances:
Entering a budget target
Capturing thecommitted a budget
Enter the Invoiced of a budget
Capturing budgetestimated
Enter budget planned
Enter the distributed planned of a budget
Entering the completed budget
Data and monitoring
This button is used to export budget monitoring data: a file with the title EXPORT-DATE.xlsx will be downloaded directly.
This file contains the same data as on the screen (same representations).
This button is available in the
This button allows you to viewhistory changes made to a budget entry budget date, user, action, object, property, value, etc.
Stocks are sorted from the most recent to the oldest date.
This button is available in the
Reports can be run from this screen using this button. The following reports are available:
Cumulative budget trends
Cumulative budget trends by budget parameter (Excel)
Cumulative budget trends by project (Excel)
Budget review
Summary of budgets by phase
Summary of budgets by phase (Excel file)
Rights required : View reports in the project area