<h1 class="title">Budget analysis on P&amp;L Finance Report</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/osi-addons/tree/14.0/osi_custom_profit_loss"><img alt="OCA/osi-addons" src="https://img.shields.io/badge/github-OCA%2Fosi--addons-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/osi-addons-14-0/osi-addons-14-0-osi_custom_profit_loss"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a></p> <p>Add budget and variation columns to the P&amp;L report.</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="id1">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id4">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> </ul> </li> </ul> </div> <a name="usage"></a> <h2><a class="toc-backref" href="#id1">Usage</a></h2> <p>The P&amp;L report is available at Accounting app &gt; Reporting &gt; US GAAP &gt; Profit &amp; Loss.</p> <p>Data selection options available are:</p> <blockquote> <ul class="simple"> <li>Period: Month, Quarter, Year, etc.</li> <li>Comparisons: compare to previous periods</li> <li>Journals</li> <li>Analytic Account, to filter numbers by a specific segment</li> </ul> </blockquote> <p>The standard report only presents the actual amount.</p> <p>Two new columns are now available with:</p> <blockquote> <ul class="simple"> <li>Budget amount: sum the values from VALIDATED Budgets, for the Budgetary positions with a name matching the report line account number. If an Analytic Account is selected, it will filter by it.</li> <li>Variance amount: the difference between the actual amount and the budgeted amount.</li> </ul> </blockquote> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id2">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/osi-addons/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/osi-addons/issues/new?body=module:%20osi_custom_profit_loss%0Aversion:%2014.0%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="#id3">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id4">Authors</a></h3> <ul class="simple"> <li>Open Source Integrators</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id5">Contributors</a></h3> <ul> <li><p class="first"><cite>Open Source Integrators &lt;https://opensourceintegrators.com&gt;</cite>:</p> <blockquote> <ul class="simple"> <li>Daniel Reis &lt;<a class="reference external" href="mailto:dreis&#64;opensourceintegrators.com">dreis&#64;opensourceintegrators.com</a>&gt;</li> <li>Chandresh Thakkar &lt;<a class="reference external" href="mailto:cthakkar&#64;opensourceintegrators.com">cthakkar&#64;opensourceintegrators.com</a>&gt;</li> <li>Ammar Officewala &lt;<a class="reference external" href="mailto:aofficewala&#64;opensourceintegrators.com">aofficewala&#64;opensourceintegrators.com</a>&gt;</li> </ul> </blockquote> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id6">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/dreispt"><img alt="dreispt" src="https://github.com/dreispt.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/osi-addons/tree/14.0/osi_custom_profit_loss">OCA/osi-addons</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>