Summary

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theme Budgets summary

This screen shows the different representations of the various budgets allocated to the project.

cockpit shows the load/availability trend for a given phase

If several budgets from different categories are added, then the budgets for each category will be displayed in a different tab on this screen: budgets from the same category are added together.

Project budget summary screen

Rights required

Consulting a budget

General actions

Save

Button name	Description
Validate entry	This button validates the entry: it will no longer be possible to make any modifications, either in this screen or in the budget project screens, to the selected period . Only representation target can be modified. A confirmation window appears to confirm that the entry has been validated. Rights required : Validate the project
Invalidate input	This button is used to cancel the validation of the entry, allowing modifications to be made again, either in this screen or in the budget screens of the project on the selected period . A confirmation window appears, confirming that the input validation has been cancelled. Rights required : Invalidate the project
Assign	This button is used to assign budgets to the project in order to define the target, theestimated... Budgets and cost centers are adapted to the category budget you are working on. Rights required : Assigning a budget
Add a financial document	🚦 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 type of financial document before accessing the form creation 💡If a financial document type is set to representation completed and the parameter structure of budget has an input detail financial document, then it will not be possible to edit representation completed . Rights required : Consultation of a type of financial document Creation of a financial document and be able to enter data on a representation (representation corresponding to that of a type of financial document) : for example Enter the completed of a budget
Export	This button is used to export data from budget summary : 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 at contextual menu .
Reports	Reports can be run from this screen: - (one report per category budget ) - - Cumulative budget trends - Cumulative budget trends by parameter (Excel) - Cumulative budget trends by project (Excel) - Budget review (one report per category budget ) - Budget summary by phase - Budget summary by phase (Excel file) 🚩 This button is available at contextual menu . Rights required : View reports in the project area
Fold	This button, to the left of the phase line, folds the allocated budgets and makes it impossible to modify the representation cells of a budget 🚩 Clicking on a line folds/unfolds the allocations. budget
Unfold	This button, to the left of a phase line, unfolds the allocated budgets and makes it possible to modify the representation cells of a budget 🚩 Clicking on a line folds/unfolds the allocations. budget
Folding a level	Allows you to fold a level on the board: fold project phases, or fold phase budgets, for example.
Unfold a level	Unfold a level on the table: unfold project phases, or unfold phase budgets, for example.
Fold everything	This button folds all lines: projects and phases. 🚩 This button can be accessed from the budget summary header line, on the left.
Unfold all	This button unfolds all lines: projects and phases. 🚩 This button can be accessed from the budget summary header line, on the left.
Group by	This button is used to group the various elements of the table : - by phase - by genre - by budget - by envelope - by analytical axis
Edit	This button is used to enter values for fields: representations estimated, target, etc. Fee required: according to performance Enter the target of a budget Enter thecommitted of a budget Enter the Invoiced of a budget Enter theestimated of a budget Enter the planned of a budget Enter the planned distributed by a budget Enter the completed of a budget
Allocate budgets	This button lets you allocate budgets more quickly than using the `Assign`. It can be accessed by hovering over a project line/phase. Budget filters are not displayed, but a search is possible. Select budgets, then click on Cancel or Save Rights required : Assigning a budget
Display financial documents	This button displays the financial documents for the selected budget : screen monitoring financial filtered on the selected budget Rights required : Consultation of a financial document 🚩 This button is available at contextual menu . budget
Remove the budget	This button is used to remove budget from the phase/project: only possible if there is no completed registered for the resource. Rights required : No more assignments in the theme budget 🚩 This button is available at contextual menu . budget
See the history	This button allows you to view thehistory of modifications to entries on a budget : date, user, action, object, property, value Actions are sorted from the most recent date to the oldest. 🚩 This button is available via the contextual menu of a budget

💡If a financial document type is set to a representation (completed for example) and the parameter structure of the budget has an input detail financial document, then it will not be possible to edit the representation completed .

Field	Functional information
Phase	This field indicates the phase for which the budget has been assigned. The start and end dates appear. This field appears if Group by has been set to `Type`, `Budget`, `envelope` or `Analytical axis`
Type	This field serves as a reminder of the type of budget allocated (OPEX, CAPEX, etc.). This field appears if Group by has been set to `Phase`, `Budget`, `envelope` or `Analytical axis`
envelope	This field is used to indicate the envelope to which budgets are attached. Budget envelopes This field appears if Group by has been set to `Phase`, `Type`, `Budget`or `Analytical axis`
Analytical axis	This is the analytical axis of the expense item Analytical axes This field appears if Group by has been set to `Phase`, `Type`, `Budget`or `envelope`
target	This is the target budget to be used, for a project, a phase and for a given budget . For example, it could be €30,000 to spend on a phase
completed	These are completed entries (manually or via financial documents depending on settings) for this budget and this phase
completed cumulative	Ce champ n'est pas modifiable. Il s'agit des saisies de réalisé qui sont cumulées pour ce budget et cette phase Il peut s'agir d'un budget valorisant les ressources (j/h par exemple...)
estimated	This is the total estimated expenditure at the end of the project: like target, but revised.
Budget remaining	This is the amount still to be spent on the project (estimated - completed cumulated)
planned	These are budget expenses already planned.
committed	representation public sector - budget corresponds to an accepted expense (accepted quote).
committed cumulative	representation public sector - This is budget , corresponding to accepted expenditure (accepted quotation): cumulative expenditure since the start of the project.
Invoiced	representation public sector - budget corresponds to an expense for which payment has been authorized (paid estimate).
Invoiced cumulative	representation public sector - This is budget , corresponding to expenditure for which payment has been authorized (paid estimate): cumulative expenditure since the start of the project.
Revised	representation public sector -estimated : target revised
planned distributed	representation public sector - This is the planned value for a period project: annual, quarterly or monthly granularity.

Summary

Table of contents

theme Budgets summary

Rights required

General actions

Screen-specific actions