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198 lines
6.7 KiB
ReStructuredText
198 lines
6.7 KiB
ReStructuredText
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==================
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MIS Builder Budget
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==================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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:target: https://odoo-community.org/page/development-status
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:alt: Production/Stable
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github
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:target: https://github.com/OCA/mis-builder/tree/11.0/mis_builder_budget
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:alt: OCA/mis-builder
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/mis-builder-11-0/mis-builder-11-0-mis_builder_budget
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/248/11.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Create budgets for MIS reports.
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This module lets you create budgets for any MIS report. Several budgets can be
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created for a given report template (ie one budget per year). Budget figures
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are provided by KPI or by GL account, with different time periods. A budget can
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then be selected as a data source for a MIS report column, and the report will
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show the budgeted values for each KPI, adjusted for the period of the column.
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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There are two ways to use this module: create budgets by KPI or budgets by
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GL accounts. Currently, the two methods cannot be combined in the same budget.
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**Budget by KPIs**
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To use this this mode, you first need to flag at least some KPI in a MIS report
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to be budgetable. You also need to configure the accumulation method on the KPI
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according to their type.
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The accumulation method determines how budgeted values spanning over a
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time period are transformed to match the reporting period.
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* Sum: values of shorter period are added, values of longest or partially overlapping
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periods are adjusted pro-rata temporis (eg monetary amount such as revenue).
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* Average: values of included period are averaged with a pro-rata temporis weight.
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Typically used for values that do not accumulate over time (eg a number of employees).
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When KPI are configured, you need to create a budget, using the MIS Budget (by
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KPIs) menu, then click on the budget items button to create or import the
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budgeted amounts for all your KPI and time periods.
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**Budget by GL accounts**
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You can also create budgets by GL accounts. In this case, the budget is
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populated with one line per GL account (and optionally analytic account and/or
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tags) and time period.
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**Add budget columns to report instances**
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Finally, a column (aka period) must be added to a MIS report instance,
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selecting your newly created budget as a data source. The data will be adjusted
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to the reporting period when displayed. Columns can be compared by adding a
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column of type "comparison" or "sum".
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Known issues / Roadmap
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======================
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The mis_builder `roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`_
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and `known issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`_ can
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be found on GitHub.
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Changelog
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=========
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11.0.3.5.0 (2020-03-28)
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~~~~~~~~~~~~~~~~~~~~~~~
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**Features**
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- Budget by GL account: allow budgeting by GL account in addition to the
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existing mechanism to budget by KPI. Budget items have a begin and end
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date, and when reporting a pro-rata temporis adjustment is made to match
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the reporting period. (`#259 <https://github.com/OCA/mis-builder/issues/259>`_)
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11.0.3.4.0 (2019-10-26)
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~~~~~~~~~~~~~~~~~~~~~~~
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**Bugfixes**
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- Consider analytic tags too when detecting overlapping budget items.
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Previously only analytic account was considered, and this overlap detection
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mechanism was overlooked when analytic tags were added to budget items. (`#241 <https://github.com/oca/mis-builder/issues/241>`_)
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11.0.3.3.0 (2019-01-13)
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~~~~~~~~~~~~~~~~~~~~~~~
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**Features**
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- Support analytic filters. (`#15 <https://github.com/oca/mis-builder/issues/15>`_)
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11.0.3.2.1 (2018-06-30)
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~~~~~~~~~~~~~~~~~~~~~~~
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- [IMP] Support analytic tags in budget items
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(`#100 <https://github.com/OCA/mis-builder/pull/100>`_)
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11.0.3.2.0 (2018-05-02)
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~~~~~~~~~~~~~~~~~~~~~~~
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- [FIX] #NAME error in out-of-order computation of non
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budgetable items in budget columns
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(`#68 <https://github.com/OCA/mis-builder/pull/69>`_)
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11.0.3.1.1 (2018-02-04)
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~~~~~~~~~~~~~~~~~~~~~~~
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Migration to Odoo 11. No new feature.
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(`#67 <https://github.com/OCA/mis-builder/pull/67>`_)
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10.0.3.1.0 (2017-11-14)
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~~~~~~~~~~~~~~~~~~~~~~~
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New features:
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- [ADD] multi-company record rule for MIS Budgets
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(`#27 <https://github.com/OCA/mis-builder/issues/27>`_)
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10.0.1.1.1 (2017-10-01)
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~~~~~~~~~~~~~~~~~~~~~~~
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First version.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder_budget%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* ACSONE SA/NV
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Contributors
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~~~~~~~~~~~~
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* Stéphane Bidoul <stephane.bidoul@acsone.eu>
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* Adrien Peiffer <adrien.peiffer@acsone.eu>
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* Benjamin Willig <benjamin.willig@acsone.eu>
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* Artem Kostyuk <a.kostyuk@mobilunity.com>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-sbidoul| image:: https://github.com/sbidoul.png?size=40px
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:target: https://github.com/sbidoul
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:alt: sbidoul
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-sbidoul|
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This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/11.0/mis_builder_budget>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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