Budget versions management

Introduction

caution

A little reminder: once you validate a budget, you can no longer modify it.

You can return to draft status to make changes, but once the budget allocations have been charged to this budget, it is no longer possible to return to draft status.

If you wish to make changes, you must go through the versions.

Create a new version

As mentioned above, in order to make changes, you will go through the versions:

1. Global budget sheet: go to the file view of a global budget (it could be any type of budget, like a Sales budget or a Purchase one) and click on the ‘Create new version’ button. The budget must have the ‘Validated structure’ or ‘Validated’ status.

2. A new window will open. It will contain the budget lines.

3. By switching to edit mode, you can modify the amounts that were allocated to each budget line.

4. Save the changes.

5. Change budget version: go back to the budget form. There, click on the button ‘Change budget version’. The new version is then created.

6. A pop-up window allows you to select from existing versions.

caution

Once you have selected a new version, all amounts will be updated on the new version.

Namely, when you create a version, you will have by default one budget item per budget line.

Therefore, if you had several budget items per line in the old version, you lose this distribution in the new version.