Budget

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

Attributes

A Budget Line has the following set of attributes:

Field Description
OPEX Expenditure type of the Budget Line. This flag is used for the comparison with the forecast.
Ref ID A free identifier for the Budget Line
Name Name of the Budget Line
Amount Amount in the selected currency
Currency Currency of the Budget Line
Budget bucket A Budget Line can be associated to a Budget Bucket
Type The type of the Budget Line, used in the financial status report by Budget Line Type.

Identity card of a Budget Line

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

  • Budget Line's attributes

Budget line management

Add a Budget Line

  1. Go to the financial's details page,
  2. Click on the “Add” icon inside the Budget Lines table,
  3. Complete the Budget Line's attributes and Save,
  4. The new Budget Line is now available.

Edit a Budget Line

  1. Go to the financial's details page,
  2. Click on the “Edit” icon for the wished Budget Line,
  3. Modify the Budget Line's attributes and Save,
  4. The Budget Line data have been updated.

The “Edit” icon is also available in the identity card of a Budget Line.

If the Budget Line is based on an effort (allocated resource), please refer to the Effort calculation area to get the attributes that could be modified.

Delete a Budget Line

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

This is not possible to delete a Budget Line based on an effort (allocated resource).