==================
MIS Builder Budget
==================
..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
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:target: https://github.com/OCA/mis-builder/tree/16.0/mis_builder_budget
:alt: OCA/mis-builder
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:target: https://translation.odoo-community.org/projects/mis-builder-16-0/mis-builder-16-0-mis_builder_budget
:alt: Translate me on Weblate
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:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
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 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.
**Table of contents**
.. contents::
:local:
Usage
=====
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.
**Budget by KPIs**
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.
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, 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.
**Budget by GL accounts**
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.
**Add budget columns to report instances**
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 / Roadmap
======================
The mis_builder `roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`_
and `known issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`_ can
be found on GitHub.
Changelog
=========
16.0.5.0.0 (2023-04-01)
~~~~~~~~~~~~~~~~~~~~~~~
**Features**
- Migration to 16.0.
- removal of analytic fetures because the upstream ``analytic_distribution`` mechanism
is not compatible; support may be introduced in separate module, depending on use
cases (`#472 <https://github.com/OCA/mis-builder/issues/472>`_)
**Bugfixes**
- Fix display of budgets in presence of sub KPIs. (`#428 <https://github.com/OCA/mis-builder/issues/428>`_)
14.0.4.0.0 (2022-01-08)
~~~~~~~~~~~~~~~~~~~~~~~
**Features**
- A label field has been added to MIS Budget by Account items. When overlap between budget
items is allowed this allows creating a budget with several contributions for a given
account. (`#382 <https://github.com/OCA/mis-builder/issues/382>`_)
- The balance field on MIS Budget by Account items is now writeable. This allows for
easier data entry and import. (`#383 <https://github.com/OCA/mis-builder/issues/383>`_)
- MIS Budget by Account can now be configured to allow budget items with overlapping
dates. Each overlapping item contributes to the budget of the corresponding period. (`#384 <https://github.com/OCA/mis-builder/issues/384>`_)
14.0.3.5.1 (2021-04-06)
~~~~~~~~~~~~~~~~~~~~~~~
**Bugfixes**
- Fix incorrect budget by account multi company security rules. (`#347 <https://github.com/OCA/mis-builder/issues/347>`_)
13.0.3.5.0 (2020-03-28)
~~~~~~~~~~~~~~~~~~~~~~~
**Features**
- 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. (`#259 <https://github.com/OCA/mis-builder/issues/259>`_)
13.0.3.4.0 (2020-01-??)
~~~~~~~~~~~~~~~~~~~~~~~
Migration to odoo 13.0.
12.0.3.4.0 (2019-10-26)
~~~~~~~~~~~~~~~~~~~~~~~
**Bugfixes**
- 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. (`#241 <https://github.com/oca/mis-builder/issues/241>`_)
11.0.3.3.0 (2019-01-13)
~~~~~~~~~~~~~~~~~~~~~~~
**Features**
- Support analytic filters. (`#15 <https://github.com/oca/mis-builder/issues/15>`_)
11.0.3.2.1 (2018-06-30)
~~~~~~~~~~~~~~~~~~~~~~~
- [IMP] Support analytic tags in budget items
(`#100 <https://github.com/OCA/mis-builder/pull/100>`_)
11.0.3.2.0 (2018-05-02)
~~~~~~~~~~~~~~~~~~~~~~~
- [FIX] #NAME error in out-of-order computation of non
budgetable items in budget columns
(`#68 <https://github.com/OCA/mis-builder/pull/69>`_)
11.0.3.1.1 (2018-02-04)
~~~~~~~~~~~~~~~~~~~~~~~
Migration to Odoo 11. No new feature.
(`#67 <https://github.com/OCA/mis-builder/pull/67>`_)
10.0.3.1.0 (2017-11-14)
~~~~~~~~~~~~~~~~~~~~~~~
New features:
- [ADD] multi-company record rule for MIS Budgets
(`#27 <https://github.com/OCA/mis-builder/issues/27>`_)
10.0.1.1.1 (2017-10-01)
~~~~~~~~~~~~~~~~~~~~~~~
First version.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/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 <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder_budget%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* ACSONE SA/NV
Contributors
~~~~~~~~~~~~
* Stéphane Bidoul <stephane.bidoul@acsone.eu>
* Adrien Peiffer <adrien.peiffer@acsone.eu>
* Benjamin Willig <benjamin.willig@acsone.eu>
* Artem Kostyuk <a.kostyuk@mobilunity.com>
* Dzung Tran <dungtd@trobz.com>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-sbidoul| image:: https://github.com/sbidoul.png?size=40px
:target: https://github.com/sbidoul
:alt: sbidoul
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-sbidoul|
This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/16.0/mis_builder_budget>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "==================\nMIS Builder Budget\n==================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:ae54cfc3d390dd5240d9a2931e6e444756b9d061f64d9e4a9f4e7bc33dac6015\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png\n :target: https://odoo-community.org/page/development-status\n :alt: Production/Stable\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github\n :target: https://github.com/OCA/mis-builder/tree/16.0/mis_builder_budget\n :alt: OCA/mis-builder\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/mis-builder-16-0/mis-builder-16-0-mis_builder_budget\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nCreate budgets for MIS reports.\n\nThis module lets you create budgets for any MIS report. Several budgets can be\ncreated for a given report template (ie one budget per year). Budget figures\nare provided by KPI or by GL account, with different time periods. A budget can\nthen be selected as a data source for a MIS report column, and the report will\nshow the budgeted values for each KPI, adjusted for the period of the column.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUsage\n=====\n\nThere are two ways to use this module: create budgets by KPI or budgets by\nGL accounts. Currently, the two methods cannot be combined in the same budget.\n\n**Budget by KPIs**\n\nTo use this this mode, you first need to flag at least some KPI in a MIS report\nto be budgetable. You also need to configure the accumulation method on the KPI\naccording to their type.\n\nThe accumulation method determines how budgeted values spanning over a\ntime period are transformed to match the reporting period.\n\n* Sum: values of shorter period are added, values of longest or partially overlapping\n periods are adjusted pro-rata temporis (eg monetary amount such as revenue).\n* Average: values of included period are averaged with a pro-rata temporis weight.\n Typically used for values that do not accumulate over time (eg a number of employees).\n\nWhen KPI are configured, you need to create a budget, using the MIS Budget (by\nKPIs) menu, then click on the budget items button to create or import the\nbudgeted amounts for all your KPI and time periods.\n\n**Budget by GL accounts**\n\nYou can also create budgets by GL accounts. In this case, the budget is\npopulated with one line per GL account (and optionally analytic account and/or\ntags) and time period.\n\n**Add budget columns to report instances**\n\nFinally, a column (aka period) must be added to a MIS report instance,\nselecting your newly created budget as a data source. The data will be adjusted\nto the reporting period when displayed. Columns can be compared by adding a\ncolumn of type \"comparison\" or \"sum\".\n\nKnown issues / Roadmap\n======================\n\nThe mis_builder `roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`_\nand `known issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`_ can\nbe found on GitHub.\n\nChangelog\n=========\n\n16.0.5.0.0 (2023-04-01)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n**Features**\n\n- Migration to 16.0.\n\n - removal of analytic fetures because the upstream ``analytic_distribution`` mechanism\n is not compatible; support may be introduced in separate module, depending on use\n cases (`#472 <https://github.com/OCA/mis-builder/issues/472>`_)\n\n\n**Bugfixes**\n\n- Fix display of budgets in presence of sub KPIs. (`#428 <https://github.com/OCA/mis-builder/issues/428>`_)\n\n\n14.0.4.0.0 (2022-01-08)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n**Features**\n\n- A label field has been added to MIS Budget by Account items. When overlap between budget\n items is allowed this allows creating a budget with several contributions for a given\n account. (`#382 <https://github.com/OCA/mis-builder/issues/382>`_)\n- The balance field on MIS Budget by Account items is now writeable. This allows for\n easier data entry and import. (`#383 <https://github.com/OCA/mis-builder/issues/383>`_)\n- MIS Budget by Account can now be configured to allow budget items with overlapping\n dates. Each overlapping item contributes to the budget of the corresponding period. (`#384 <https://github.com/OCA/mis-builder/issues/384>`_)\n\n\n14.0.3.5.1 (2021-04-06)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n**Bugfixes**\n\n- Fix incorrect budget by account multi company security rules. (`#347 <https://github.com/OCA/mis-builder/issues/347>`_)\n\n\n13.0.3.5.0 (2020-03-28)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n**Features**\n\n- Budget by GL account: allow budgeting by GL account in addition to the\n existing mechanism to budget by KPI. Budget items have a begin and end\n date, and when reporting a pro-rata temporis adjustment is made to match\n the reporting period. (`#259 <https://github.com/OCA/mis-builder/issues/259>`_)\n\n\n13.0.3.4.0 (2020-01-??)\n~~~~~~~~~~~~~~~~~~~~~~~\n\nMigration to odoo 13.0.\n\n12.0.3.4.0 (2019-10-26)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n**Bugfixes**\n\n- Consider analytic tags too when detecting overlapping budget items.\n Previously only analytic account was considered, and this overlap detection\n mechanism was overlooked when analytic tags were added to budget items. (`#241 <https://github.com/oca/mis-builder/issues/241>`_)\n\n\n11.0.3.3.0 (2019-01-13)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n**Features**\n\n- Support analytic filters. (`#15 <https://github.com/oca/mis-builder/issues/15>`_)\n\n\n11.0.3.2.1 (2018-06-30)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n- [IMP] Support analytic tags in budget items\n (`#100 <https://github.com/OCA/mis-builder/pull/100>`_)\n\n11.0.3.2.0 (2018-05-02)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n- [FIX] #NAME error in out-of-order computation of non\n budgetable items in budget columns\n (`#68 <https://github.com/OCA/mis-builder/pull/69>`_)\n\n11.0.3.1.1 (2018-02-04)\n~~~~~~~~~~~~~~~~~~~~~~~\n\nMigration to Odoo 11. No new feature.\n(`#67 <https://github.com/OCA/mis-builder/pull/67>`_)\n\n10.0.3.1.0 (2017-11-14)\n~~~~~~~~~~~~~~~~~~~~~~~\n\nNew features:\n\n- [ADD] multi-company record rule for MIS Budgets\n (`#27 <https://github.com/OCA/mis-builder/issues/27>`_)\n\n10.0.1.1.1 (2017-10-01)\n~~~~~~~~~~~~~~~~~~~~~~~\n\nFirst version.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder_budget%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* ACSONE SA/NV\n\nContributors\n~~~~~~~~~~~~\n\n* St\u00e9phane Bidoul <stephane.bidoul@acsone.eu>\n* Adrien Peiffer <adrien.peiffer@acsone.eu>\n* Benjamin Willig <benjamin.willig@acsone.eu>\n* Artem Kostyuk <a.kostyuk@mobilunity.com>\n* Dzung Tran <dungtd@trobz.com>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-sbidoul| image:: https://github.com/sbidoul.png?size=40px\n :target: https://github.com/sbidoul\n :alt: sbidoul\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-sbidoul| \n\nThis module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/16.0/mis_builder_budget>`_ project on GitHub.\n\nYou are welcome to contribute. 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