| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Project (project) • Purchase (purchase) • Discuss (mail) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 2888 |
| Technical Name |
project_budget_omax |
| License | OPL-1 |
| Website | https://www.omaxinformatics.com |
| Versions | 17.0 15.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Project (project) • Purchase (purchase) • Discuss (mail) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 2888 |
| Technical Name |
project_budget_omax |
| License | OPL-1 |
| Website | https://www.omaxinformatics.com |
| Versions | 17.0 15.0 16.0 |
Project Budget
Overview
This application used to manage Budget of Project and it's subprojects
Features
- Easy to manage budget of project and subprojects.
- Easy to exceed project budget
- User can use existing product or new purchase product in budget
- Easy to use new and existing product in budget
- User can see existing budget spend amount and actual spent amount(include child budget)too.
- Budget Approval functinality available
- Easy to track Project budget is on time or not.
- Easy to track Project budget is in budget or over budget.
- User can see Project budget amount and via smart button eassy to open.
- User can print existing budget detail in pdf formate.
- User can print budget and sub-budget detail in pdf formate.
- Easy to use and quick to apply Please check below instructions and Video for more Details
How It Works
Budget Group from User
User has group then able to see budget menu and manage budget
Project Budget Menu
Project Budget Kanban view
User can see budget details like name, owner, budget amounts, is in/over time, in/over budget without open record
Project Budget form view
User click Request for Approval
Once click this button then record move to 'pendign for approval' state and send mail to budget managers and also add status in budget chatter and after that user can't change anything
If more than one project budget managers then send mail to all
Approve/Reject buttons
Once click button in mail then show record and budget manager only show both buttons and configuration tab.
Approve Budget
User approve budget then send mail to user and other budget managers and record will be in approved state.
User approve budget then two buttons visible in budget line base on 'Procure Type'
Make Move button
Once click then open popup and user can make movement
User can able to show count of movement and also open movement via smart button
Once done movement that line's amount add in 'current budget spend amount' and Budget manager able to show.
Make PO button
Once click then open popup and user can make Purchase Order
User can able to show amount of po and also open purchase order via smart button
Once PO done and after that make invoice and do payment then that invoice amount add in 'current budget spend amount' and Budget manager able to show.
User can able to show amount of Invoice and also open Invoice via smart button.
Reject Budget
Once click reject button then open pop-up for Reject budget
User fill the reason and confirm then reason add in 'Project budget' and also send mail to user and other budget managers to budget is rejected and record will be cancelled.
Done Budget
Once click done button then record move to done state.
Warnings
Raise warning when budget amout is more than parent budget.
Raise warning when 'Total amout' is more than 'Budget amount'.
Allowed Exceed Budget
Tick Allowed Exceed Budget then avoid above warnings.
Actually Spend Amount
Budget Lines total + Child Budget total set in this field and is visible when 'Allowed Exceed Budget' tick.
Budget Details in Project
Once click smart button then user can access budget.
Reports
Two reports available.
Budget Summary Report
This report display current budget detail.
Budget Detailed Summary Report
This report display current budget and child budget detail base on project configuration
Free Support
Get In Touch
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| For support, query and question contact us. |
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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