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Create budgets for MIS reports

Project description

License: AGPL-3

Mis Builder Budget

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 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.

Usage

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.

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, then click on the budget items button to create or import the budgeted amounts for all your KPI and time periods.

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”.

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Known issues / Roadmap

The mis_builder roadmap and known issues can be found on github.

Bug Tracker

Bugs are tracked on GitHub Issues. 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.

Credits

Author

Contributors

Maintainer

Odoo Community Association

This module is maintained by the OCA.

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.

To contribute to this module, please visit https://odoo-community.org.

Project details


Release history Release notifications

This version
History Node

11.0.3.2.0

History Node

11.0.3.1.1.99.dev2

History Node

11.0.3.1.1.99.dev1

History Node

11.0.3.1.1

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odoo11_addon_mis_builder_budget-11.0.3.2.0-py2.py3-none-any.whl (35.4 kB) Copy SHA256 hash SHA256 Wheel py2.py3 May 3, 2018

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