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

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

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

🚦 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

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 .

Cumulative budget trendsCumulative budget trends by parameter (Excel)Cumulative budget trends by project (Excel)Budget reviewBudget summary by phaseBudget summary by phase (Excel file)View reports in the project area

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

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

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 genre - by budget - by envelope - by analytical axis

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

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

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

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

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