• Contains financial document)
• Let the roots financial document)
• Type financial document)
• category line financial document)
• envelope financial document)
• Date financial document)
• Contract number financial document)
• Beneficiary company financial document)
• Third-party identifier financial document)
• Parent financial documents financial document)
• Representations financial document)
• Phases financial document)
• Contains (project related to financial document)
• Contains (budget to the financial document)
• Type (budget to the financial document)
• category (budget to the financial document)
• That assets (budget to the financial document)
• Analytical axis (budget to the financial document)
• Attachments (budget to the financial document)
• Generic Budget (budget to the financial document)

💡 You can add financial document to financial documents. If they checked the box search criterion, it will then be possible to filter the list of financial documents for the project using these attributes.

Enter a description for the financial document Invoice, PM License, etc.)

Codes are generally entered in uppercase letters and with underscores _ It is important to enter them because they can be helpful in case of an error. The code must be unique.

Enter a label that is longer than the character limit for the Label field.

Enter additional information in this field to describe your financial document

A financial document now be locked against changes if status is “Approved” The status financial document changed if the user has the necessary permission Changing the status of a financial document is a given

In this field, you must select a type of financial document from those already created on the platform. Types of financial documents

You can select a parent part.

This parent document must be a financial document type financial document the "parent document type" field set to another financial document type. You will then be able to view all financial documents of that type that are also linked to the same phase or phase.

In this field, you must select the Categories to which the financial document attached.

Select from the list of projects Projects that use the "Budget " theme , which is related to financial document. The document lines are automatically populated with the Budget and the representation

Select from the list of phases Phases the one related to the financial document

This field appears when a project is linked to a financial document budgets whose parameter structure is managed by envelope envelope. You can therefore select a envelope from the list of envelopes already created on the platform Budget envelopes envelope be assigned to the same organizational level as the project to appear here → If I have aproject manager role project manager general level, then I see the budgets assigned to my project’s management team as well as to senior management → If no managing department is assigned, then my envelope is envelope displayed

You cannot select a date period . This is the date the financial document was approved.

This field is particularly useful to fill out when you're re-billing or dealing with references, partners, etc.

This field is particularly useful to fill out when you're re-billing or dealing with references, partners, etc.

This field is particularly useful to fill out when you're re-billing or dealing with references, partners, etc.

You can upload a PDF of an invoice, quote, or any other financial document.

The budget automatically added when a project is linked to the financial document. You can also assign a different one.

This field is part of the " Lines" section of the financial document.

This field is part of the " Lines" section of the financial document.

This field is part of the " Lines" section of the financial document.

Enter the amount specified in the relevant financial document the budget (for a project orphase) Example: I have an invoice for €500 for the budget .

This field is part of the " Lines" section of the financial document.

The representation automatically populated based on the financial document type: this is the representation when the financial document type was created Types of financial documents The representation in the Types of financial documents can be target, completed, planned, estimated, committed, Invoiced or forecast total.

The selected allocation method divides the total amount and allocates it to different fiscal years. There are six different methods.

Choose from: - Manual : The total amount is to be allocated between the start date and the end date of the phase. The Total must be entered, along with the amounts for other fiscal years. An amount Deviation may appear. Example: If Total = 1,000.00 and 2020 = 9,999.00, then Deviation = 1,00 - Linear/working days : The total amount is automatically prorated over the number of business days. The Total must be entered, and the amounts for other fiscal years are automatically allocated based on the number of business days in each fiscal year (taking into account the start and end dates of phase) Example: Total = 100,00 2017 = 7,55 2018 = 25,57 2019 = 25,47 2020 = 25.57 and 2021 = 15,84 because the phase during the fiscal year 2017 and ends as the exercise 2021 is not over. The number of business days varies from year to year. - Linear/calendar : The total amount is automatically prorated over the calendar days. The Total must be entered, and the amounts for other fiscal years are automatically allocated based on the number of calendar days in each fiscal year (taking into account the start and end dates of phase) Example: Total = 100,00 2017 = 7,55 2018 = 25,52 2019 = 25,52 2020 = 25.59 and 2021 = 15,82 because the project begins during the fiscal year 2017 and ends as the exercise 2021 is not complete. The number of business days varies from year to year: 2020 Since it is a leap year, the amount is higher. - Manual - Last period : The entire amount is recorded in the last period. The Total must be entered, and this amount is automatically added to the most recent fiscal year only. Example: Total = 100,00 2017 = 0 2018 = 0 2019 = 0 2021 = 100,00 - Manual - Linear: Past Due: Replace " planned " planned " completed " completed past periods. The remaining work planned amount Total - ( completed ) is allocated on a straight-line basis over future periods and the period . Example: Total = 100,00 2017 = 0 2018 = 0 2019 = 0 2020 = 61.82 and 2021 = 38,18 Since myphase in 2017, it is now November 2020, and myphase end in August 2021. - Manual - period Linear period : Replace " planned " planned " completed past periods and the period . The remaining work planned amount Total - completed ) is allocated on a straight-line basis over future periods. Example: Total = 100,00 2017 = 0 2018 = 0 2019 = 02020 = 14.06 and 2021 = 85,94 Since myphase in 2017, it is now November 2020, and myphase end in August 2021.

Enter the total budget amount in this field, and it will be allocated across the fiscal years corresponding to the project's duration.

It appears in red, and disappears as soon as the Total is equal to the amounts entered in the various fiscal years. Example: If Total = 1,000.00 and 2020 = 9,999.00, then Deviation = 1.00 (manual allocation)