Improving budgets

Currently, we can create several budgets in a projected income statement, but these budgets are considered to be "versions" of an income statement.

We cannot create several budgets in a project and merge them into 1 single budget for 1 fiscal year.

Suggestion

Create a new type of P&L forecast budget that would be made up of several costing-based forecast budgets (in the same way that a consolidated project can include the budgets of several sub-projects).

Analytical categories would allow allocation by project or team. Amounts would be added up by account / sub-category / category to give the forecast budget.

Functionality benefits

Create different budgets by category (e.g., by team, by project).

Points to watch

• Comments assigned at the analytical level would be visible at the forecast cdr level.

• Export offers a choice of axes and categories to be considered

• Analytics can be either Pennylane or customized