Add and edit a budget

Budget can be found here:

A project can contain several budget lines or budget envelopes. Each budget line can correspond to a type of expense or income. It is sometimes interesting to monitor each budget line separately in order to monitor its evolution separately.

To add a budget line to a project, click on"+ Budget" at the top left of the budget management screen:

Depending on your organization, you can edit your budget in m.d or in currency or both. You have a selector for this at the top of the screen.

You can now enter your budget in the area indicated below.

When you assign a resource to a task, you can indicate to which budget this allocation is attached. With each new allocation, the "planned" and the "realized" will be automatically integrated into the budget.

You also have the option to add currency or d.h envelopes manually by clicking on the '+' to the right of "Planned" or "Done" as shown below.