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Create budgets for MIS reports

Project description

Production/Stable License: AGPL-3 OCA/mis-builder Translate me on Weblate Try me on Runbot

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.

Table of contents

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”.

Known issues / Roadmap

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

Changelog

9.0.3.3.0 (2018-11-16)

Features

  • Support analytic filters. (#15)

9.0.3.2.1 (2018-06-30)

  • [IMP] Support analytic tags in budget items (#100)

9.0.3.2.0 (2018-05-02)

  • [FIX] #NAME error in out-of-order computation of non budgetable items in budget columns (#68)

9.0.3.1.0 (2017-11-14)

New features:

  • [ADD] multi-company record rule for MIS Budgets (#27)

9.0.1.1.1 (2017-10-01)

First version.

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.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • ACSONE SA/NV

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

sbidoul

This module is part of the OCA/mis-builder project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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