Screen-specific actions | Description |
Add a financial document | Permet de créer une nouvelle pièce financière, par défaut liée au projet
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Edit | En cliquant sur le libellé d'une pièce financière, il est possible de l'éditer
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monitoring project finance
This screen is used to group and list project-related financial documents, and to create, modify and delete them.
The list of financial documents is available in multi-project mode Financial documents
Plusieurs prérequis pour créer des pièces financières : des Types of financial documents must be created, and the entry detail for the
Structures de mesure must be set to
Not detailed
General actions
Filter ➡️
Suivi financier - Filtrer la liste des pièces financières du projet
Modify en masse ➡️ Suivi financier - Modifier en masse des pièces financières
Rights required :
Filter the list of project financial documents
Click on Save to apply the filter and
Close to return to the list.
Creating and modifying a financial document
Modification actions
Delete (right required :
Deleting a financial document)
Button name | Description |
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It is possible to add financial document attributes to a financial document (on creation or modification).
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🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
This button is grayed out when the project assigned to financial document does not have theme Budget activated, or when no project or phase has been assigned: no budget is included in the list. A pop-up window appears. | |
When at least one budget has been assigned to financial document, it appears in the Lines section of financial document.
Each line represents a budget. To the right of this line, a |
Attachment editing window
This pop-up appears when you click on the Edit attachment field
Attachment(s) .
Bulk modification of financial documents
It is possible to modify several financial documents at the same time by selecting several financial documents and clicking on Modify en masse.