The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
In order to improve the use of our solutions for people benefiting from the Purchasing and Time modules, we have decided to standardise the management and monitoring of budgets so that users can easily navigate between the two budgets.
In this article :
To begin, go to the "Budget management" tab, and choose the project of your choice. Then click on "+ details" (1). You will then see a box (2) in which you can fill in information about the Time and Purchasing parts of the project.
On the left of your screen, you can click on the heading of your choice (3) to see more details on the purchasing accounting codes, details by purchasing or labour item and "all", which summarises the previous choices in a table. You can also always click on "edit detailed budget" (4) if you have any changes to make.
Once you have clicked on "edit detailed budget", you can enter or modify the budgets according to your needs. If you do not remember how to do it, please refer to the Help Centre article on the subject.
At the top of this page, you'll find a banner that allows you to switch from one module to another.
As with budget management, you must first select the project for which you wish to view the budgets, then click on "More details" (1) and then on "Detailed budget monitoring" (2).
Then, you have a "Budget accounts" tab (1) which takes over the management of purchasing budgets. As in the Time section, you will now find a "Progress history" button (2) which allows you to take "snapshots". If you'd like to find out more about this, please see the Help Center article that covers this point in greater detail.
As with "budget management", you'll find the banner that allows you to switch from one module to another with a single click, so you can keep track of your budgets without wasting time!
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
Related keywords :
standardisation - budgets - management - monitoring - progress - purchasing - time