scheduling expenses screen
This screen is one of the Budget tabs in the project area. It is used to update scheduled dispatches: planned or forecast total.
You can schedule automatically or manually scheduling expenses, according to periods.
Pour la valorisation budgétaire des ressources : planifié réparti période = RAFD période + réalisé des périodes valorisées
Rights required :
Button name | Description |
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This button is used to validate the entry: it will no longer be possible to make modifications, either in this screen or in the budget project screens.
A confirmation window appears, confirming that the entry has been validated.
Rights required : | |
This button is used to cancel the validation of the entry, so that modifications can be made again, either in this screen or in the project's budget screens.
A confirmation window appears, confirming that the input validation has been cancelled.
Rights required : | |
This button can be used to display all rows, or to hide budget rows that contain no distribution data: empty rows.
A checkbox in the | |
🚦 This button appears if financial document types have been created on the platform. | |
This button is used to assign budgets to the project in order to define the target, theestimated...
Budgets and cost centers are adapted to the category budget you are working on.
Rights required : | |
This button is used to export data from budget summary : a file with the title | |
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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 đźš© 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 đźš© 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. đźš© This button can be accessed from the budget summary header line, on the left. | |
This button unfolds all lines: projects and phases. đźš© This button can be accessed from the budget summary header line, 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. one representation per phase / budget
Duty required: depending on the performance (e.g. : | |
A maximum of 6 months can be displayed on this screen. This is why it is possible to display a previous period (e.g. Jan 20), which will hide the most recent period (Jul 20). | |
A maximum of 6 months can be displayed on this screen. This is why it is possible to display the next period (e.g.: sept.20), which will hide the oldest period displayed (mars. 20). | |
This button is used to apply a distribution of the scheduling budget when it is not automatic. | |
This button is used to copy one representation to another: for example, copy target orestimated to planned . | |
This button is used to remove budget from the phase/project: only possible if there is no completed registered for the resource.
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. đźš© This button is available via the contextual menu of a budget |