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Budgets

The OpenERP budgets module allows you to manage financial and analytic budgets. You can manage the same budgets from three different points of views, according to the user role:

  • Accountant: work on master and consolidated budget
  • Project manager: work on analytic budgets on his projects
  • Department manager: get a consolidated view on budget positions

Key-Points:

  • Workflows on budgets (ex: a budget must be validated before launching a project),
  • Three different points of view on the same budgets
  • Analytic and financial budgets integration
  • Multiple axes

Integration benefits:

  • Integrated to purchases, sales, timesheets and expenses notes
  • Analytic budgets are integrated to the project management module

The documentation is editable by everyone on Launchpad.

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