Summary

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.

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Rights required : Consulting a budget

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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. No access >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:

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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

Fold

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.

Unfold

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.

Fold everything

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.

Unfold all

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.

Group by

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

Add a financial document

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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 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 .

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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

Assign

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.

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Rights required : budget allocation

Allocate budgets

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 Register.

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Rights required : budget allocation

Validate entry

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.

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Rights required : Validate the project

Invalidate input

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.