Screen-specific actions | Description |
Add a financial document | Creates a new financial document, linked to the project by default.
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Edit | Click on a financial document label to edit it.
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financial monitoring of the project
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
Several prerequisites for creating financial documents Types of financial documents must be created, and the entry details for the
parameter structures must be set to
Not detailed
General actions
Filter ➡️
financial monitoring - Filter the list of project financial documents
Modify en masse ➡️ financial monitoring - Bulk editing of financial documents
Sort
Rights required :
Consultation of a financial document
Filter the list of project financial documents
Click on Register to apply the filter and
Close to return to the list.
Creating and modifying a financial document
Creation actions
Register
Rights required :
Consultation of a financial document
Modification actions
Apply
Register
Delete (right required :
Deleting a financial document)
Seehistory
Rights required :
Consultation of a financial document
Modifying 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 the financial document does not have theBudget theme 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 the financial document, it appears in the Lines section of the financial document.
Each line represents a budget. To the right of this line, a |
Here are the fields found in this screen:
Attachment editing window
This pop-up appears when you click on the Edit attachment field
Attachment(s) .
You can therefore modify three fields concerning the attachment:
Wording
status
Version
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.
Click on Register to apply the batch edit and return to the financial monitoring screen.
The only editable field is the Date
Only financial documents with aplanned or forecast total representation can be modified.
Rights required :
Consultation of a financial document
Modifying a financial document