================== MIS Builder Budget ================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png :target: https://odoo-community.org/page/development-status :alt: Production/Stable .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github :target: https://github.com/OCA/mis-builder/tree/11.0/mis_builder_budget :alt: OCA/mis-builder .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/mis-builder-11-0/mis-builder-11-0-mis_builder_budget :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png :target: https://runbot.odoo-community.org/runbot/248/11.0 :alt: Try me on Runbot |badge1| |badge2| |badge3| |badge4| |badge5| 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 `_ and `known issues `_ can be found on GitHub. Changelog ========= 11.0.3.5.0 (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 `_) 11.0.3.4.0 (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 `_) 11.0.3.3.0 (2019-01-13) ~~~~~~~~~~~~~~~~~~~~~~~ **Features** - Support analytic filters. (`#15 `_) 11.0.3.2.1 (2018-06-30) ~~~~~~~~~~~~~~~~~~~~~~~ - [IMP] Support analytic tags in budget items (`#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 `_) 11.0.3.1.1 (2018-02-04) ~~~~~~~~~~~~~~~~~~~~~~~ Migration to Odoo 11. No new feature. (`#67 `_) 10.0.3.1.0 (2017-11-14) ~~~~~~~~~~~~~~~~~~~~~~~ New features: - [ADD] multi-company record rule for MIS Budgets (`#27 `_) 10.0.1.1.1 (2017-10-01) ~~~~~~~~~~~~~~~~~~~~~~~ First version. Bug Tracker =========== Bugs are tracked on `GitHub Issues `_. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed `feedback `_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * ACSONE SA/NV Contributors ~~~~~~~~~~~~ * Stéphane Bidoul * Adrien Peiffer * Benjamin Willig * Artem Kostyuk Maintainers ~~~~~~~~~~~ This module is maintained by the OCA. .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org 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. .. |maintainer-sbidoul| image:: https://github.com/sbidoul.png?size=40px :target: https://github.com/sbidoul :alt: sbidoul Current `maintainer `__: |maintainer-sbidoul| This module is part of the `OCA/mis-builder `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.