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Budget view

What is a "Budget View" report?

The "Vue Budget / Budget View" report is created from a budget view (table or graph). You can also add a graph consolidating your budget databurned, foreseeable and budget envelope). Data in cost or man-days, depending on the parameter selected.

Use case example: This report can be used to obtain a detailed view of budget consumption, with a graphical representation of budget details.

with a graphical representation of budget details.

How is the slide constructed?

The slide is built by displaying the view you have selected. The slide will reconstruct the view you have created in your dashboard, with the distribution of blocks and the views present in each of them.
Select the view you wish to build in the slide.
Display when no view has yet been selected
Display when a view has been selected. Use the additional parameters to display a global budget donut in a graph.

Additional parameters

Display donut (global budget): Add a graphic displaying the overall budget

‍Budget type : Displays budget value in € or MD‍‍

At what level is it available?

  • Project hierarchy: project portfolio / Business Line, Project / Projet,
  • Resource: N/A
  • Axis: Portfolio Grouping, Project Grouping,

Tips

  • Quick access to your view : You can quickly access your view using the icon next to the name of your view.
    If you modify your view, the changes will be taken into account automatically.

Example of settings

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What is a "Budget View" report?How is the slide constructed?Additional parametersAt what level is it available?TipsExample of settings

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