Usage

There are two ways to use this module: create budgets by KPI or budgets by GL accounts. Currently, the two methods cannot be combined in the same budget.

Budget by KPIs

To use this this mode, 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, using the MIS Budget (by KPIs) menu, then click on the budget items button to create or import the budgeted amounts for all your KPI and time periods.

Budget by GL accounts

You can also create budgets by GL accounts. In this case, the budget is populated with one line per GL account (and optionally analytic account and/or tags) and time period.

Add budget columns to report instances

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

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 to smash it by providing a detailed and welcomed feedback.

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

Credits

Maintainers

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.

Current maintainer:

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.