Budgets Management

Beta License: LGPL-3 OCA/account-budgeting Translate me on Weblate Try me on Runboat

This module allows accountants to manage analytic and crossovered budgets.

Once the Budgets are defined (in Invoicing/Budgets/Budgets), the Project Managers can set the planned amount on each Analytic Account.

The accountant has the possibility to see the total of amount planned for each Budget in order to ensure the total planned is not greater/lower than what he planned for this Budget. Each list of record can also be switched to a graphical view of it.

Three reports are available:

  1. The first is available from a list of Budgets. It gives the spreading, for these Budgets, of the Analytic Accounts.
  2. The second is a summary of the previous one, it only gives the spreading, for the selected Budgets, of the Analytic Accounts.
  3. The last one is available from the Analytic Chart of Accounts. It gives the spreading, for the selected Analytic Accounts of Budgets.

Table of contents

Known issues / Roadmap

  • This module is incompatible with Odoo Enterprise account_budget module

Changelog

This module is a backport from Odoo SA and as such, it is not included in the OCA CLA. That means we do not have a copy of the copyright on it like all other OCA modules.

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 to smash it by providing a detailed and welcomed feedback.

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

Authors

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

This module is part of the OCA/account-budgeting project on GitHub.

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