This button is used to validate the entry: it will no longer be possible to make modifications, either in this screen or in the project budget screens. A confirmation window appears, confirming that the entry has been validated. Rights required : Validate the project

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 entry validation has been cancelled. Rights required : Invalidate the project

🚦 This button appears if financial document types have been created on the platform. Types of financial documents This button is used to add a financial document : an object justifying an expense. Each type of financial document corresponds to a representation. It will be possible to select a financial document type before accessing the creation form 💡If a financial document type is set to representation completed and the budget parameter structure has a financial document entry detail, then it will not be possible to edit the representation completed. 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 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 screen (same representations). 🚩 This button is available in the contextual menu of the screen.

This button is used to group the various elements of the table : - by phase - by type - by budget - by envelope - by analytical axis

This button unfolds all lines: projects and phases 🚩 This button can be accessed from the budget monitoring header line on the left.

This button folds all lines: projects and phases 🚩 This button can be accessed from the budget monitoring header line on the left.

Unfold a level on the table: unfold project phases, or unfold phase budgets, for example.

Allows you to fold a level on the board: fold project phases, or fold phase budgets, for example.

To the left of a phase line, this button unfolds the assigned budgets. 🚩 Clicking on a line folds/unfolds budget assignments

To the left of a phase line, this button folds the assigned budgets. 🚩 Clicking on a line folds/unfolds budget assignments

Cumulative budget trendsCumulative budget trends by budget parameter (Excel)Cumulative budget trends by project (Excel)Budget reviewSummary of budgets by phaseSummary of budgets by phase (Excel file)View reports in the project area

This button is used to remove the budget from the phase: only possible if there is no associated financial document . Rights required : Deleting assignments in thebudget theme 🚩 This button is available via a budget's contextual menu .

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. 🚩 This button is available via a budget's contextual menu .

This button displays a previous period in the table (month or year).

This button displays a previous period in the table (month or year).