This button validates the entry: it will no longer be possible to make modifications, either in this screen or in the project budget screens for the selected period . Only thetarget representation can be modified. 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 budget screens for the selected period . A confirmation window appears, confirming that the entry validation has been cancelled. Rights required : Invalidate the project

This button lets you assign budgets to the project, so you can define the target,estimated... Budgets and cost centers adapt to the budget category you're in Rights required : budget allocation

🚦 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 financial document type before accessing the creation form 💡If a financial document type is set to representation completed and the budget parameter structure has a financial document entry detail, then it will not be possible to edit the representation completed. Rights required : Consultation of a type of financial document Creating a financial document and enter data on a representation representation corresponding to a financial document type): for example Entering the completed budget

This button is used to export budget summary data: 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 in the contextual menu of the screen.

Cumulative budget trendsCumulative budget trends by budget parameter (Excel)Cumulative budget trends by project (Excel)Budget reviewSummary of budgets by phaseSummary of budgets by phase (Excel file)View reports in the project area

This button on the left of a phase line folds the assigned budgets, making it impossible to modify the representation cells of a budget . 🚩 Clicking on a line folds/unfolds the budget assignments.

This button, to the left of a phase line, unfolds the assigned budgets and makes it possible to modify the representation cells of a budget . 🚩 Clicking on a line folds/unfolds the budget assignments.

Allows you to fold a level on the board: fold project phases, or fold phase budgets, for example.

Unfold a level on the table: unfold project phases, or unfold phase budgets, for example.

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

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

This button is used to group the various elements of the table : - by phase - by type - by budget - by envelope - by analytical axis

This button is used to enter values for fields: estimated representations, target, etc. Fee required: according to performance Entering a budget target Capturing thecommitted a budget Enter the Invoiced of a budget Capturing budgetestimated Enter budget planned Enter the distributed planned of a budget Entering the completed budget

This button lets you allocate budgets more quickly than using the Assign. It can be accessed by hovering over a phase line. Budget filters are not displayed, but a search is possible. Select budgets, then click on Cancel or Register Rights required : budget allocation

This button displays the financial documents for the selected budget : screen financial monitoring filtered on selected budget Rights required : Consultation of a financial document 🚩 This button is available via a budget's contextual menu .

This button is used to remove the budget from the phase: only possible if there is no completed registered for the resource. Rights required : Deleting assignments in thebudget theme 🚩 This button is available via a budget's contextual menu .

This button displays thehistory modifications to budget entries: date, user, action, object, property, value, etc. Actions are sorted from the most recent date to the oldest. 🚩 This button is available via a budget's contextual menu .