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 : 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 input 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 type of financial document before accessing the form creation 💡If a financial document type is set to representation completed and the parameter structure of budget has an input detail financial document, then it will not be possible to edit representation completed . Rights required : Consultation of a type of financial document Creation of a financial document and be able to enter data on a representation (representation corresponding to that of a type of financial document) : for example Enter the completed of a budget

This button is used to export data from monitoring budget: 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 at contextual menu .

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

This button folds all lines: projects and phases. 🚩 This button can be accessed from the monitoring budget 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 allocated budgets. 🚩 Clicking on a line folds/unfolds the allocations budget

To the left of the phase line, this button is used to fold the assigned budgets. 🚩 Clicking on a line folds/unfolds the allocations budget

Reports can be run from this screen: - (one report per category budget ) - - Cumulative budget trends - Cumulative budget trends by parameter (Excel) - Cumulative budget trends by project (Excel) - Budget review (one report per category budget ) - Budget summary by phase - Budget summary by phase (Excel file) 🚩 This button is available at contextual menu . Rights required : View reports in the project area

This button is used to remove the budget from the phase/project: only possible if there is no financial document associated. Rights required : No more assignments in the theme budget 🚩 This button is available at contextual menu . budget

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 budget

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

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