mis-builder/mis_builder_budget/README.rst

==================
MIS Builder Budget
==================

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Create budgets for MIS reports.

This module lets you create budgets for any MIS report. Several budgets
can be created for a given report template (ie one budget per year).
Budget figures are provided by KPI or by GL account, with different time
periods. A budget can then be selected as a data source for a MIS report
column, and the report will show the budgeted values for each KPI,
adjusted for the period of the column.

**Table of contents**

.. contents::
   :local:

Usage
=====

There are two ways to use this module: create budgets by KPI or budgets
by GL accounts. Currently, the two methods cannot be combined in the
same budget.

**Budget by KPIs**

To use this this mode, you first need to flag at least some KPI in a MIS
report to be budgetable. You also need to configure the accumulation
method on the KPI according to their type.

The accumulation method determines how budgeted values spanning over a
time period are transformed to match the reporting period.

-  Sum: values of shorter period are added, values of longest or
   partially overlapping periods are adjusted pro-rata temporis (eg
   monetary amount such as revenue).
-  Average: values of included period are averaged with a pro-rata
   temporis weight. Typically used for values that do not accumulate
   over time (eg a number of employees).

When KPI are configured, you need to create a budget, using the MIS
Budget (by KPIs) menu, then click on the budget items button to create
or import the budgeted amounts for all your KPI and time periods.

**Budget by GL accounts**

You can also create budgets by GL accounts. In this case, the budget is
populated with one line per GL account (and optionally analytic account
and/or tags) and time period.

**Add budget columns to report instances**

Finally, a column (aka period) must be added to a MIS report instance,
selecting your newly created budget as a data source. The data will be
adjusted to the reporting period when displayed. Columns can be compared
by adding a column of type "comparison" or "sum".

Known issues / Roadmap
======================

The mis_builder
`roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`__
and `known
issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`__
can be found on GitHub.

Changelog
=========

16.0.5.0.0 (2023-04-01)
-----------------------

**Features**

-  Migration to 16.0.

   -  removal of analytic fetures because the upstream
      ``analytic_distribution`` mechanism is not compatible; support may
      be introduced in separate module, depending on use cases
      (`#472 <https://github.com/OCA/mis-builder/issues/472>`__)

**Bugfixes**

-  Fix display of budgets in presence of sub KPIs.
   (`#428 <https://github.com/OCA/mis-builder/issues/428>`__)

14.0.4.0.0 (2022-01-08)
-----------------------

**Features**

-  A label field has been added to MIS Budget by Account items. When
   overlap between budget items is allowed this allows creating a budget
   with several contributions for a given account.
   (`#382 <https://github.com/OCA/mis-builder/issues/382>`__)
-  The balance field on MIS Budget by Account items is now writeable.
   This allows for easier data entry and import.
   (`#383 <https://github.com/OCA/mis-builder/issues/383>`__)
-  MIS Budget by Account can now be configured to allow budget items
   with overlapping dates. Each overlapping item contributes to the
   budget of the corresponding period.
   (`#384 <https://github.com/OCA/mis-builder/issues/384>`__)

14.0.3.5.1 (2021-04-06)
-----------------------

**Bugfixes**

-  Fix incorrect budget by account multi company security rules.
   (`#347 <https://github.com/OCA/mis-builder/issues/347>`__)

13.0.3.5.0 (2020-03-28)
-----------------------

**Features**

-  Budget by GL account: allow budgeting by GL account in addition to
   the existing mechanism to budget by KPI. Budget items have a begin
   and end date, and when reporting a pro-rata temporis adjustment is
   made to match the reporting period.
   (`#259 <https://github.com/OCA/mis-builder/issues/259>`__)

13.0.3.4.0 (2020-01-??)
-----------------------

Migration to odoo 13.0.

12.0.3.4.0 (2019-10-26)
-----------------------

**Bugfixes**

-  Consider analytic tags too when detecting overlapping budget items.
   Previously only analytic account was considered, and this overlap
   detection mechanism was overlooked when analytic tags were added to
   budget items.
   (`#241 <https://github.com/oca/mis-builder/issues/241>`__)

11.0.3.3.0 (2019-01-13)
-----------------------

**Features**

-  Support analytic filters.
   (`#15 <https://github.com/oca/mis-builder/issues/15>`__)

11.0.3.2.1 (2018-06-30)
-----------------------

-  [IMP] Support analytic tags in budget items
   (`#100 <https://github.com/OCA/mis-builder/pull/100>`__)

11.0.3.2.0 (2018-05-02)
-----------------------

-  [FIX] #NAME error in out-of-order computation of non budgetable items
   in budget columns
   (`#68 <https://github.com/OCA/mis-builder/pull/69>`__)

11.0.3.1.1 (2018-02-04)
-----------------------

Migration to Odoo 11. No new feature.
(`#67 <https://github.com/OCA/mis-builder/pull/67>`__)

10.0.3.1.0 (2017-11-14)
-----------------------

New features:

-  [ADD] multi-company record rule for MIS Budgets
   (`#27 <https://github.com/OCA/mis-builder/issues/27>`__)

10.0.1.1.1 (2017-10-01)
-----------------------

First version.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder_budget%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* ACSONE SA/NV

Contributors
------------

-  Stéphane Bidoul <stephane.bidoul@acsone.eu>
-  Adrien Peiffer <adrien.peiffer@acsone.eu>
-  Benjamin Willig <benjamin.willig@acsone.eu>
-  Artem Kostyuk <a.kostyuk@mobilunity.com>
-  Dzung Tran <dungtd@trobz.com>

Maintainers
-----------

This module is maintained by the OCA.

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OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-sbidoul| 

This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/17.0/mis_builder_budget>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.