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mis-builder/mis_builder_budget/README.rst
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==================
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.
.. 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 <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.
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