Budgets theme summary
This screen shows the different representations of the various budgets allocated to the project.
A cockpit displays availability trends 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.
Rights required : 
Consulting a budget
Other attributes can be displayed in this screen. To display an attribute this screen:
- Add a attribute .
Project - Creating and modifying a attribute - In this attribute, define
theme as Budget. - Add this attribute to a project form
Views > form.
- Add this form the project if it is not already there.
Settings - Display tab >Forms. - Enter a value for this attribute the form or leave the default value).
Theattribute is then added to all budget screens for this project if it has a specific value, and to all projects where this form is added if it uses a default value.
Once it has a value, this attribute be removed from form will continue to appear in the theme. Budget.
Here are the fields found in this screen:
Type If a financial document type financial document set to representation completed and that the budget parameter structure budget in mode financial document entry detail, then it will not be possible to edit the representation completed.
Display
This button, located to the left of a phase line, allows you to collapse the assigned budgets.
Clicking on a line expands/collapses the budget allocations.
This button, located to the left of a phase line, allows you to expand the assigned budgets.
Clicking on a line expands/collapses the budget allocations.
This button allows you to collapse all lines: projects and phases.
This button is accessible from the header row of the monitoring , on the left.
This button allows you to expand all lines: projects and phases.
This button is accessible from the header row of the monitoring , on the left.
This button allows you to group the different elements of the table:
- by phase
- by gender
- by budget
- per envelope
- by analytical axis
Budget management
This button appears if:
- financial document types have been created on the platform
Types of financial documents - the details of the seizure
parameter structures must be set to Not detailed
This button allows you to add a financial document an item justifying an expense. See .svg)
financial monitoring - Creating and modifying a financial document
Each type of financial document to a representation.
It will be possible to select a type of financial document accessing the form .
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 allows you to assign budgets to the project so that you can define the target, theestimated...
Budgets and analytical areas are adapted to the category in question.
Rights required : budget allocation
This button lets you allocate budgets more quickly than using the Assign, under the same category .
It is accessible by hovering over aphase line.
Budget filters are not displayed, but a search is possible.
You must select the budgets, then click on Cancel or 
Rights required : budget allocation
This button validates the entry: it will no longer be possible to make changes, either in this screen or in the budget screens. Only the representation target can be modified.
A confirmation window appears to confirm the validation of the entry.
Rights required : Validate the project
This button is used to cancel the validation of the entry, so that modifications can be made again. A confirmation window appears, confirming that the input validation has been cancelled.
Rights required : Invalidate the project
This button allows you to remove the budget the phase.
This is only possible if there is no financial document .
This button is available in the 
Rights required : Deleting assignments in thebudget theme
This button is used to enter values for fields: estimated representations, target, etc.
Required law, depending on the performances:
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 displays the financial documents for the selected budget : screen financial monitoring filtered on the budget .
This button is available in the
Rights required : Consultation of a financial document
Data and monitoring
This button is used to export budget monitoring data: a file with the title EXPORT-DATE.xlsx will be downloaded directly.
This file contains the same data as on the screen (same representations).
This button is available in the
This button allows you to viewhistory changes made to a budget entry budget date, user, action, object, property, value, etc.
Stocks are sorted from the most recent to the oldest date.
This button is available in the
Reports can be run from this screen using this button. The following reports are available:
Cumulative budget trends
Cumulative budget trends by budget parameter (Excel)
Cumulative budget trends by project (Excel)
Budget review
Summary of budgets by phase
Summary of budgets by phase (Excel file)
Rights required : View reports in the project area