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33 lines
1.5 KiB
ReStructuredText
33 lines
1.5 KiB
ReStructuredText
There are two ways to use this module: create budgets by KPI or budgets by
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GL accounts. Currently, the two methods cannot be combined in the same budget.
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**Budget by KPIs**
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To use this this mode, you first need to flag at least some KPI in a MIS report
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to be budgetable. You also need to configure the accumulation method on the KPI
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according to their type.
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The accumulation method determines how budgeted values spanning over a
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time period are transformed to match the reporting period.
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* Sum: values of shorter period are added, values of longest or partially overlapping
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periods are adjusted pro-rata temporis (eg monetary amount such as revenue).
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* Average: values of included period are averaged with a pro-rata temporis weight.
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Typically used for values that do not accumulate over time (eg a number of employees).
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When KPI are configured, you need to create a budget, using the MIS Budget (by
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KPIs) menu, then click on the budget items button to create or import the
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budgeted amounts for all your KPI and time periods.
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**Budget by GL accounts**
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You can also create budgets by GL accounts. In this case, the budget is
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populated with one line per GL account (and optionally analytic account and/or
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tags) and time period.
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**Add budget columns to report instances**
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Finally, a column (aka period) must be added to a MIS report instance,
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selecting your newly created budget as a data source. The data will be adjusted
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to the reporting period when displayed. Columns can be compared by adding a
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column of type "comparison" or "sum".
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