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Odoo 16 Budget Management

Budget Management in Odoo 16 Community Edition

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Overview Learn more about this module
Features View features of this module
Screenshots View screenshots for this module

Overview

This module allows accountants to manage analytics and budgets. Once the budget is defined (in Accounting/Accounting/Budgets), the Project Managers can set the planned amount on each Analytic Account. The accountant got the possibility to see the total of amount planned for each budget in order to ensure the total planned is not greater/lower than what he planned for this budget. Each list of record can also be switched to a graphical view of it.

Features

Odoo 16 Community Edition Support

Budget management system in Odoo 16 Community Edition.

Budgetary Positions

Create and manage Budgetary Positions.

Manage with Analytic Accounts

Manage budgets with analytic accounts.

Budgetary Planning with Planned Amount

Budgetary planning with planned amount on each Analytic Account.

Budgetary Reports

Budgetary reports are also available.

Screenshots

Creating Budget

Create Budget from Accounting > Accounting > Budget > Create.

Set Analytic Account by Project Managers

The Project Managers can set the planned amount on each Analytic Account.

Create Budgetary Positions

Create Budgetary Positions from Accounting > Configuration > Management > Budgetary Positions > Create.

Budget report

For Budget report, go to Accounting > Reporting > Management > Budgets.

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