Author: |
ACSONE SA/NV,Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
10.0-lns_master |
Repository: |
acsone/mis-builder |
Dependencies: |
mis_builder |
Languages: |
Python (435, 61.8%),
XML (206, 29.3%),
and
reStructuredText (63, 8.9%) |
Other branches: |
10.0,
10.0-abi_master,
10.0-cla_master,
10.0-lih_master,
10.0-liser_master,
11.0,
11.0-300-port,
11.0-active_test-false-sbi,
11.0-gha-sbi,
12.0,
12.0-gha-sbi,
12.0-pep517-test-sbi,
13.0,
13.0-4.0-staging,
13.0-417-port,
13.0-421-port,
13.0-add_mis_analytic_account_group_filter-bwi,
13.0-apply-copier-template,
13.0-eri_master,
13.0-fix-pdf-sbi,
13.0-wpu_master,
14.0,
14.0-abi_master,
14.0-allow_overlap-sbj,
14.0-cdd_master,
14.0-mig-sbi,
15.0,
15.0-421-port,
15.0-black-sbi,
15.0-fix-sudo-sbi,
15.0-git-test-sbi,
15.0-update-dotfiles,
16.0,
16.0-init,
16.0-mig-mis_builder-ape,
9.0,
9.0-cla_master,
9.0-fix-mis_builder_default_company_id-dro,
cogitoweb/10.0,
github-action-lint-sbi,
and
test |
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<a class="reference external image-reference" 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.svg">
</a>
<a name="mis-builder-budget"></a>
<h2>Mis Builder Budget</h2>
<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 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.</p>
<a name="usage"></a>
<h3>Usage</h3>
<p>To 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.</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 type (eg a number of employees).</li>
</ul>
<p>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.</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 class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/248/10.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a>
<a name="known-issues-roadmap"></a>
<h3>Known issues / Roadmap</h3>
<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="bug-tracker"></a>
<h3>Bug Tracker</h3>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug">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 feedback.</p>
<a name="credits"></a>
<h3>Credits</h3>
<a name="author"></a>
<h4>Author</h4>
<ul class="simple">
<li>Stéphane Bidoul <<a class="reference external" href="mailto:stephane.bidoul@acsone.eu">stephane.bidoul@acsone.eu</a>></li>
</ul>
<a name="contributors"></a>
<h4>Contributors</h4>
<ul class="simple">
<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>
</ul>
<a name="maintainer"></a>
<h4>Maintainer</h4>
<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>This module is maintained by the OCA.</p>
<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>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>