The budget control

To access the budget control from a project, as you want:

• Go to Edit > Dashboard > Budget control by project.
• Click on > Budget control by project.
• Click on from the action bar.

To access the budget control from a project search:

• Click on > Budget control by project.

The results will vary depending on the selected closing date.

From the budget control lines, double-click on the relevant items and check that the reported data are correct.

This detail displays all the management objects used for this item, such as all the supplier invoices with the dates, the amount, the description, the third-parties, the product families, the project and the account as well as the pre-tax amount. This information will enable you to check the consistency in the budget control.

The procedure is the same when dealing with the forecast.

By right-clicking directly in the table, you can export the budget control to Excel.

The budget column is part of the default columns that are displayed in the budget control.

To do so, go to Setup and uncheck the Budget box.

It is recommended to specify the initial budget to be able to make calculations.

E.g. see the budget progress as compared to the actual and forecast budget. To do so, you have to add a new column with the formula type, that will enable you to see when the budget is exceeded:

• Code: EB
• Label: Exceeds budget

This formula must be used when dealing with provisional data.

To modify a budget control:

The columns that can be modified are displayed in blue in the budget control.

Management rules and prerequisites

You must specify a remaining task in the management rule only if Akuiteo does not have enough data to calculate a forecast column.

Specifying the budget and the remaining tasks enables you to carry out a comprehensive budget control while managing the data of both the current (M) and the previous (M-1) months.

History-related data are static and cannot be modified. As such, you can easily manage the remaining tasks of the current month.

If the remaining tasks must be managed, you must enable the AFF_MEMO_ARRETE management rule.

The company's closing

From the project search screen, go to Edit > Company closing (the AFF_MEMO_ARRETE control must be enabled).

This feature enables you to log the current remaining tasks until the closing date. By default, this date is the last day of the previous month. As such, you will be able to specify the remaining tasks for the current month.

All the remaining tasks available on the projects in progress until this date will therefore be logged in the remaining tasks n-1.

Updating the budget and remaining tasks

From the budget control, click on the arrow on the right of the icon in the menu bar to display different update options.

Depending on the setup of the budget control regarding the input of the budget and the remaining tasks, you can choose the type of update you want to perform. This option enables you to first specify the budget, then the remaining tasks.

Item visibility for the input of budgets and remaining tasks

In the item setup, a visibility option is added for the input of budgets and remaining tasks. Check this option to allow the input of budgets and remaining tasks when using the related update feature for this item. Otherwise, you will not be able to specify any amount in the items' input columns.

New columns

In the item setup, you can add standard columns.

All these columns (n-1) correspond to data from the previous period, that have already been logged (if you log your data at each end of the month, then the remaining tasks (n-1) correspond to those of the previous month).

Column visibility for the input of budgets and remaining tasks

In the column setup > General tab, several options are added to define whether to hide the columns when updating budgets and remaining tasks (that is to say when specifying amounts). By default, all columns are hidden, except for input columns.

New periods

In the column setup > Management objects tab, several options are available for Periods.

You must check the relevant periods so the column can retrieve the corresponding data for each item.