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Budget management

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Florence
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The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.

Budget management allows users with ADMIN, ADMIN_ACHAT or BUDGET privileges to enter the following information for each analytical code :

  • Type (Purchase, Rental, Subcontracting)
  • Budget (€)
  • Progress (%)

Warning ! The "Analytical codes" nomenclature is defined by the "ADMIN" Group user at "Group" level.

In this article :

How the "Budget management" tab works

The first step is to click on the "Budget management" tab (1) in the "Management" menu (2).

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Then choose the perimeter (1) for which you want "More details" and click on it (2).

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For the next step, you have to complete the following information :

  • The overall purchasing budget
  • Dedicated labour budget (€ and hours)
  • Current percentage of completion

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Note :

To go further, you now need to enter a detailed budget by clicking on "Modify detailed budget". Please refer to this article for more information and details on this subject.

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Related keywords :
Budget management - monitoring - budget - purchase - item - detailed budget 

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