{ "info": { "author": "ACSONE SA/NV, Odoo Community Association (OCA)", "author_email": "support@odoo-community.org", "bugtrack_url": null, "classifiers": [ "Development Status :: 5 - Production/Stable", "Framework :: Odoo", "License :: OSI Approved :: GNU Affero General Public License v3", "Programming Language :: Python" ], "description": "==================\nMIS Builder Budget\n==================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png\n :target: https://odoo-community.org/page/development-status\n :alt: Production/Stable\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github\n :target: https://github.com/OCA/mis-builder/tree/12.0/mis_builder_budget\n :alt: OCA/mis-builder\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/mis-builder-12-0/mis-builder-12-0-mis_builder_budget\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/248/12.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nCreate budgets for MIS reports.\n\nThis module lets you create budgets for any MIS report. Several budgets can be\ncreated for a given report template (ie one budget per year). Budget figures\nare provided by KPI or by GL account, with different time periods. A budget can\nthen be selected as a data source for a MIS report column, and the report will\nshow the budgeted values for each KPI, adjusted for the period of the column.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUsage\n=====\n\nThere are two ways to use this module: create budgets by KPI or budgets by\nGL accounts. Currently, the two methods cannot be combined in the same budget.\n\n**Budget by KPIs**\n\nTo use this this mode, you first need to flag at least some KPI in a MIS report\nto be budgetable. You also need to configure the accumulation method on the KPI\naccording to their type.\n\nThe accumulation method determines how budgeted values spanning over a\ntime period are transformed to match the reporting period.\n\n* Sum: values of shorter period are added, values of longest or partially overlapping\n periods are adjusted pro-rata temporis (eg monetary amount such as revenue).\n* Average: values of included period are averaged with a pro-rata temporis weight.\n Typically used for values that do not accumulate over time (eg a number of employees).\n\nWhen KPI are configured, you need to create a budget, using the MIS Budget (by\nKPIs) menu, then click on the budget items button to create or import the\nbudgeted amounts for all your KPI and time periods.\n\n**Budget by GL accounts**\n\nYou can also create budgets by GL accounts. In this case, the budget is\npopulated with one line per GL account (and optionally analytic account and/or\ntags) and time period.\n\n**Add budget columns to report instances**\n\nFinally, a column (aka period) must be added to a MIS report instance,\nselecting your newly created budget as a data source. The data will be adjusted\nto the reporting period when displayed. Columns can be compared by adding a\ncolumn of type \"comparison\" or \"sum\".\n\nKnown issues / Roadmap\n======================\n\nThe mis_builder `roadmap `_\nand `known issues `_ can\nbe found on GitHub.\n\nChangelog\n=========\n\n12.0.3.5.0 (2020-03-28)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n**Features**\n\n- Budget by GL account: allow budgeting by GL account in addition to the\n existing mechanism to budget by KPI. Budget items have a begin and end\n date, and when reporting a pro-rata temporis adjustment is made to match\n the reporting period. (`#259 `_)\n\n\n12.0.3.4.0 (2019-10-26)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n**Bugfixes**\n\n- Consider analytic tags too when detecting overlapping budget items.\n Previously only analytic account was considered, and this overlap detection\n mechanism was overlooked when analytic tags were added to budget items. (`#241 `_)\n\n\n11.0.3.3.0 (2019-01-13)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n**Features**\n\n- Support analytic filters. (`#15 `_)\n\n\n11.0.3.2.1 (2018-06-30)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n- [IMP] Support analytic tags in budget items\n (`#100 `_)\n\n11.0.3.2.0 (2018-05-02)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n- [FIX] #NAME error in out-of-order computation of non\n budgetable items in budget columns\n (`#68 `_)\n\n11.0.3.1.1 (2018-02-04)\n~~~~~~~~~~~~~~~~~~~~~~~\n\nMigration to Odoo 11. No new feature.\n(`#67 `_)\n\n10.0.3.1.0 (2017-11-14)\n~~~~~~~~~~~~~~~~~~~~~~~\n\nNew features:\n\n- [ADD] multi-company record rule for MIS Budgets\n (`#27 `_)\n\n10.0.1.1.1 (2017-10-01)\n~~~~~~~~~~~~~~~~~~~~~~~\n\nFirst version.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues `_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback `_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* ACSONE SA/NV\n\nContributors\n~~~~~~~~~~~~\n\n* St\u00e9phane Bidoul \n* Adrien Peiffer \n* Benjamin Willig \n* Artem Kostyuk \n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-sbidoul| image:: https://github.com/sbidoul.png?size=40px\n :target: https://github.com/sbidoul\n :alt: sbidoul\n\nCurrent `maintainer `__:\n\n|maintainer-sbidoul| \n\nThis module is part of the `OCA/mis-builder `_ project on GitHub.\n\nYou are welcome to contribute. 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