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
- Go to the “New” menu then “Budget bucket”,
- Complete the various Budget Bucket's attributes and Save,
- The new Budget Bucket is now available.
Edit a Budget Bucket
- Go to the identity card of a Budget Bucket,
- Click on the “Edit” icon
in the details table,
- Modify the Budget Bucket's attributes and Save,
- The Budget Bucket data have been updated.
Delete a Budget Bucket
- Go to the identity card of a Budget Bucket,
- Click on the “Delete” icon
in the details table,
- 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.
- The Budget Bucket is deleted.
Budget Bucket Line
Add a Budget Bucket Line
- Go to the identity card of a Budget Bucket,
- Click on the “Add” icon
inside the “Budget lines” table,
- Complete the Budget Bucket Line's attributes and Save,
- The new Budget Bucket Line is now available.
Edit a Budget Bucket Line
- Go to the identity card of a Budget Bucket,
- Click on the “Edit” icon
for the wished Budget Bucket Line,
- Modify the Budget Bucket Line's attributes and Save,
- The Budget Bucket Line data have been updated.
Delete a Budget Bucket Line
- Go to the identity card of a Budget Bucket,
- Click on the “Delete” icon
for the wished Budget Bucket Line,
- 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.
- The Budget Bucket Line is deleted.