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mis_builder_budget
<h1 class="title">MIS Builder Budget</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/mis-builder/tree/13.0/mis_builder_budget"><img alt="OCA/mis-builder" src="https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/mis-builder-13-0/mis-builder-13-0-mis_builder_budget"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/248/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Create budgets for MIS reports.</p>
<p>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.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="id19">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id20">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#changelog" id="id21">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id22">13.0.3.5.1 (2021-04-06)</a></li>
<li><a class="reference internal" href="#id3" id="id23">13.0.3.5.0 (2020-03-28)</a></li>
<li><a class="reference internal" href="#id5" id="id24">13.0.3.4.0 (2020-01-??)</a></li>
<li><a class="reference internal" href="#id6" id="id25">12.0.3.4.0 (2019-10-26)</a></li>
<li><a class="reference internal" href="#id8" id="id26">11.0.3.3.0 (2019-01-13)</a></li>
<li><a class="reference internal" href="#id10" id="id27">11.0.3.2.1 (2018-06-30)</a></li>
<li><a class="reference internal" href="#id12" id="id28">11.0.3.2.0 (2018-05-02)</a></li>
<li><a class="reference internal" href="#id14" id="id29">11.0.3.1.1 (2018-02-04)</a></li>
<li><a class="reference internal" href="#id16" id="id30">10.0.3.1.0 (2017-11-14)</a></li>
<li><a class="reference internal" href="#id18" id="id31">10.0.1.1.1 (2017-10-01)</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="id32">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id33">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id34">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id35">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id36">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id19">Usage</a></h2>
<p>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.</p>
<p><strong>Budget by KPIs</strong></p>
<p>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.</p>
<p>The accumulation method determines how budgeted values spanning over a
time period are transformed to match the reporting period.</p>
<ul class="simple">
<li>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).</li>
<li>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).</li>
</ul>
<p>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.</p>
<p><strong>Budget by GL accounts</strong></p>
<p>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.</p>
<p><strong>Add budget columns to report instances</strong></p>
<p>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".</p>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id20">Known issues / Roadmap</a></h2>
<p>The mis_builder <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement">roadmap</a>
and <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug">known issues</a> can
be found on GitHub.</p>
<a name="changelog"></a>
<h2><a class="toc-backref" href="#id21">Changelog</a></h2>
<a name="id1"></a>
<h3><a class="toc-backref" href="#id22">13.0.3.5.1 (2021-04-06)</a></h3>
<p><strong>Bugfixes</strong></p>
<ul class="simple">
<li>Fix incorrect budget by account multi company security rules. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/347">#347</a>)</li>
</ul>
<a name="id3"></a>
<h3><a class="toc-backref" href="#id23">13.0.3.5.0 (2020-03-28)</a></h3>
<p><strong>Features</strong></p>
<ul class="simple">
<li>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. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/259">#259</a>)</li>
</ul>
<a name="id5"></a>
<h3><a class="toc-backref" href="#id24">13.0.3.4.0 (2020-01-??)</a></h3>
<p>Migration to odoo 13.0.</p>
<a name="id6"></a>
<h3><a class="toc-backref" href="#id25">12.0.3.4.0 (2019-10-26)</a></h3>
<p><strong>Bugfixes</strong></p>
<ul class="simple">
<li>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. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/241">#241</a>)</li>
</ul>
<a name="id8"></a>
<h3><a class="toc-backref" href="#id26">11.0.3.3.0 (2019-01-13)</a></h3>
<p><strong>Features</strong></p>
<ul class="simple">
<li>Support analytic filters. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/15">#15</a>)</li>
</ul>
<a name="id10"></a>
<h3><a class="toc-backref" href="#id27">11.0.3.2.1 (2018-06-30)</a></h3>
<ul class="simple">
<li>[IMP] Support analytic tags in budget items
(<a class="reference external" href="https://github.com/OCA/mis-builder/pull/100">#100</a>)</li>
</ul>
<a name="id12"></a>
<h3><a class="toc-backref" href="#id28">11.0.3.2.0 (2018-05-02)</a></h3>
<ul class="simple">
<li>[FIX] #NAME error in out-of-order computation of non
budgetable items in budget columns
(<a class="reference external" href="https://github.com/OCA/mis-builder/pull/69">#68</a>)</li>
</ul>
<a name="id14"></a>
<h3><a class="toc-backref" href="#id29">11.0.3.1.1 (2018-02-04)</a></h3>
<p>Migration to Odoo 11. No new feature.
(<a class="reference external" href="https://github.com/OCA/mis-builder/pull/67">#67</a>)</p>
<a name="id16"></a>
<h3><a class="toc-backref" href="#id30">10.0.3.1.0 (2017-11-14)</a></h3>
<p>New features:</p>
<ul class="simple">
<li>[ADD] multi-company record rule for MIS Budgets
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/27">#27</a>)</li>
</ul>
<a name="id18"></a>
<h3><a class="toc-backref" href="#id31">10.0.1.1.1 (2017-10-01)</a></h3>
<p>First version.</p>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id32">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/mis-builder/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder_budget%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id33">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id34">Authors</a></h3>
<ul class="simple">
<li>ACSONE SA/NV</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id35">Contributors</a></h3>
<ul class="simple">
<li>Stéphane Bidoul <<a class="reference external" href="mailto:stephane.bidoul@acsone.eu">stephane.bidoul@acsone.eu</a>></li>
<li>Adrien Peiffer <<a class="reference external" href="mailto:adrien.peiffer@acsone.eu">adrien.peiffer@acsone.eu</a>></li>
<li>Benjamin Willig <<a class="reference external" href="mailto:benjamin.willig@acsone.eu">benjamin.willig@acsone.eu</a>></li>
<li>Artem Kostyuk <<a class="reference external" href="mailto:a.kostyuk@mobilunity.com">a.kostyuk@mobilunity.com</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id36">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/sbidoul"><img alt="sbidoul" src="https://github.com/sbidoul.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/mis-builder/tree/13.0/mis_builder_budget">OCA/mis-builder</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>