Assign

Description

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.

Window for assigning a new budget on a financial document

Field name	Functional information
Select the category	category budget can already be associated with financial document.
Select one or more budget	It is possible to select one or more budgets, corresponding to the category chosen and assignable on the project/phase of the financial document.

💡 By clicking on More criteria, this window appears. It will be possible to view previously selected and unselected budgets again, and to find the right budgets via filter criteria.

These filter criteria are : - Type - That assets - Analytical axis - Attachments - Budget generic

Click on Save to confirm the assignment of the new budget to financial document, or on Cancel