Package: odoo10-addon-mis-builder-budget
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 at the KPI level, 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 contentsUsageKnown issues / RoadmapChangelog10.0.3.5.0 (2020-03-28)10.0.3.4.0 (2019-10-26)10.0.3.3.0 (2018-11-16)10.0.3.2.1 (2018-06-30)10.0.3.2.0 (2018-05-02)10.0.3.1.0 (2017-11-14)10.0.1.1.1 (2017-10-01)Bug TrackerCreditsAuthorsContributorsMaintainersUsageTo use this module, 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, then click on the budget items
button to create or import the budgeted amounts for all your KPI and time periods.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 / RoadmapThe mis_builderroadmapandknown issuescan
be found on GitHub.Changelog10.0.3.5.0 (2020-03-28)FeaturesBudget 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)10.0.3.4.0 (2019-10-26)BugfixesConsider 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)10.0.3.3.0 (2018-11-16)FeaturesSupport analytic filters. (#15)10.0.3.2.1 (2018-06-30)[IMP] Support analytic tags in budget items
(#100)10.0.3.2.0 (2018-05-02)[FIX] #NAME error in out-of-order computation of non
budgetable items in budget columns
(#68)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 TrackerBugs are tracked onGitHub 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 welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsACSONE SA/NVContributorsStéphane Bidoul <stephane.bidoul@acsone.eu>Adrien Peiffer <adrien.peiffer@acsone.eu>Benjamin Willig <benjamin.willig@acsone.eu>Artem Kostyuk <a.kostyuk@mobilunity.com>MaintainersThis module is maintained by the OCA.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.Currentmaintainer:This module is part of theOCA/mis-builderproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.