Logo
  • Other versions
  • Virage Group
  • Espace Magenta
  • Support ticket
  • Strat Monitor documentation
Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
schedule

schedule

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.

đź’ˇ

For budget valuation of resources: planned réparti period = RAFD period + completed valorized periods

🚦

Rights required : Access to budget scheduling screenAccess to budget scheduling screen

image

Here are the fields found in this screen:

‣
PhasePhase
‣
TypeType
‣
envelopeenvelope
‣
Analytical axisAnalytical axis
‣
representationrepresentation
‣
DistributionDistribution
‣
targettarget
‣
estimatedestimated
‣
TotalTotal
‣
ÎŁ per. <ÎŁ per. <
‣
periodperiod
‣
ÎŁ per. >ÎŁ per. >
‣
Non-exhaustive list of error/information messages
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.

The following actions are possible on this screen:

Display

FoldFold

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.

UnfoldUnfold

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.

Group by

This button allows you to group the different elements of the table:

  • by phase
  • by gender
  • by budget
  • per envelope
  • by analytical axis

Line display

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 hiddenBlank lines hidden in the Global configurationGlobal 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.

next period

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.

previous period

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.

Fold everything

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.

Unfold all

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

Add a financial document

🚦

This button appears if:

  • financial document types have been created on the platform Types of financial documentsTypes of financial documents
  • the details of the seizure parameter structuresparameter structures must be set to Not detailed

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 documentConsultation of a type of financial document
  • Creating a financial documentCreating a financial document
  • and enter data on a representation representation corresponding to a financial document type): for example Entering the completed budgetEntering the completed budget

Assign

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 allocationbudget allocation

Apply the allocation strategy

This button is used to apply a budget scheduling distribution when it is not automatic.

Copy to planned

This button is used to copy one representation to another: for example, to copy the target or theestimated to the planned .

Validate entry

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 projectValidate the project

Invalidate input

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.

image
🚦

Rights required : Invalidate the projectInvalidate the project

Withdraw budget

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 contextual menucontextual menu a budget.

🚦

Rights required : Deleting assignments in thebudget themeDeleting assignments in thebudget theme

EditEdit

This button is used to enter values for fields: estimated representations, target, etc.

🚦

Required law, depending on the performances: Entering a budget targetEntering a budget target Capturing thecommitted a budgetCapturing thecommitted a budget Enter the Invoiced of a budgetEnter the Invoiced of a budget Capturing budgetestimatedCapturing budgetestimated Enter budget plannedEnter budget planned Enter the distributed planned of a budgetEnter the distributed planned of a budget Entering the completed budgetEntering the completed budget

Data and monitoring

ExportExport

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 contextual menucontextual menu of the screen.

SeehistorySeehistory

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 contextual menucontextual menu a budget.

Reports

Reports can be run from this screen using this button. The following reports are available:

  • Cumulative budget trendsCumulative budget trends
  • Cumulative budget trends by budget parameter (Excel)Cumulative budget trends by budget parameter (Excel)
  • Cumulative budget trends by project (Excel)Cumulative budget trends by project (Excel)
  • Budget reviewBudget review
  • Summary of budgets by phaseSummary of budgets by phase
  • Summary of budgets by phase (Excel file)Summary of budgets by phase (Excel file)
🚦

Rights required : View reports in the project areaView reports in the project area

Logo

Produced by Virage Group