Budget Bucket

A Budget Bucket is a set of Budget Bucket Lines. Each line defines an amount for a currency and an expenditure type (OPEX or CAPEX).

The total amount of a Budget Bucket (sum of lines' amount) would be greater or equal than to sum of Initiatives/Releases' budget lines associated to it.

Permissions

View

Here is the needed permission to display all the details of a Budget Bucket:

  • The user has the permission BUDGET_BUCKET_VIEW_ALL_PERMISSION, or
  • The user has the permission BUDGET_BUCKET_VIEW_AS_OWNER_PERMISSION and he is the owner (direct or not) of the Budget Bucket.

Update

Here is the needed permission to update (add, edit or delete) a Budget Bucket:

  • The user has the permission BUDGET_BUCKET_EDIT_ALL_PERMISSION, or
  • The user has the permission BUDGET_BUCKET_EDIT_AS_OWNER_PERMISSION and he is the owner (direct or not) of the Budget Bucket.

Attributes

Budget Bucket

An Budget Bucket has the following set of attributes:

Field Description
Approved? Defines if the Budget Bucket is approved
Active? Defines if the Budget Bucket is active
Ref ID A free identifier for the Budget Bucket
Name Name of the Budget Bucket
Owner Owner of the Budget Bucket (used to compute the list of Budget Buckets to display in the dashboard)

Budget Bucket Line

A Budget Bucket Line has the following set of attributes:

Field Description
OPEX? Expenditure type of the Budget Bucket Line. This flag is used for the comparison with the Initiatives/Releases' Budget Lines.
Ref ID A free identifier for the Budget Bucket Line
Name Name of the Budget Bucket Line
Amount Amount in the selected currency
Currency Currency of the Budget Bucket Line

Identity card

All Budget Bucket's data can be seen via the Budget Bucket identity cart:

  • Budget Bucket's attributes
  • Chart: a 2-bars view with for each the OPEX and CAPEX total amounts. The first bar represents the Budget Bucket lines and the second the Initiatives/Releases' Budget Lines
  • List of Budget Bucket Lines

Data management

Budget Bucket

Add a Budget Bucket

  1. Go to the “New” menu then “Budget bucket”,
  2. Complete the various Budget Bucket's attributes and Save,
  3. The new Budget Bucket is now available.

Edit a Budget Bucket

  1. Go to the identity card of a Budget Bucket,
  2. Click on the “Edit” icon in the details table,
  3. Modify the Budget Bucket's attributes and Save,
  4. The Budget Bucket data have been updated.

Delete a Budget Bucket

  1. Go to the identity card of a Budget Bucket,
  2. Click on the “Delete” icon in the details table,
  3. Confirm that you want to delete the Budget Bucket. A Budget Bucket can not be restored once deleted. If you delete one by error, you will have to re-create it.
  4. The Budget Bucket is deleted.

Budget Bucket Line

Add a Budget Bucket Line

  1. Go to the identity card of a Budget Bucket,
  2. Click on the “Add” icon inside the “Budget lines” table,
  3. Complete the Budget Bucket Line's attributes and Save,
  4. The new Budget Bucket Line is now available.

Edit a Budget Bucket Line

  1. Go to the identity card of a Budget Bucket,
  2. Click on the “Edit” icon for the wished Budget Bucket Line,
  3. Modify the Budget Bucket Line's attributes and Save,
  4. The Budget Bucket Line data have been updated.

Delete a Budget Bucket Line

  1. Go to the identity card of a Budget Bucket,
  2. Click on the “Delete” icon for the wished Budget Bucket Line,
  3. Confirm that you want to delete the Budget Bucket Line. A Budget Bucket Line can not be restored once deleted. If you delete one by error, you will have to re-create it.
  4. The Budget Bucket Line is deleted.