{"id":653,"date":"2016-09-21T16:34:43","date_gmt":"2016-09-21T04:34:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=653"},"modified":"2023-08-24T03:15:39","modified_gmt":"2023-08-24T03:15:39","slug":"a454","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a454\/","title":{"rendered":"View budget or sub-group page"},"content":{"rendered":"
This page is shown in Figure 1 and shows all the information relating to the selected \"Budget<\/a>budget or sub-group<\/a>.\r\n\r\n\"budget<\/a>\r\n

Figure 1 – Budget group view page<\/strong><\/p>\r\nThe \u00a0top header area<\/a> allows you to\u00a0\"Edit<\/a> edit<\/a>, \"Delete<\/a> delete<\/a>, \"Move<\/a>move or \"Copy<\/a>copy the budget or sub-group, or add a\"Budget<\/a> sub-group<\/a>,\u00a0\"budget<\/a> budget item<\/a>,\"Attachments<\/a> attachments<\/a> or\u00a0\"Comment<\/a> comments<\/a> to this budget or sub-group.\r\n\r\nSome details of the benefit are displayed just below the top header area in subsections, such as the milestone’s location within Psoda, it’s description, as well as any workflow information where you may be permitted to \"Request<\/a>request<\/a> or \"Pass<\/a> authorise<\/a> a state transition. The rest of the page is made up of a number of tabs or sections (depending on your selected view):\r\n

\"Attachments<\/a>\u00a0Attachments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the attachments<\/a> that have been added to this budget group, as shown in Figure 2.\u00a0 By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link.\r\nFrom the Actions column<\/strong> of this attachments table, you can act on individual attachments by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a>, \"Move<\/a>moving<\/a> or \"lock<\/a>locking<\/a>\/\"unlock<\/a>unlocking<\/a> the selected attachment.\r\n\r\n\"view<\/a>\r\n

Figure 2 – Budget group attachments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the attachment table or navigate to this same spot to \"Add<\/a>add more attachments to this budget group. Here, you can also export this attachment list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nAt the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).\r\n\r\n \r\n

\"Budget<\/a>\u00a0Budget<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the budget sub-groups<\/a> or budget items<\/a> that have been added to this budget group, as shown in Figure 3.\u00a0 By default, this table shows the baseline and actual cost details for this budget or sub-group, together with all of the budget items and sub-groups it contains.\r\nFrom the Actions column<\/strong> of this attachments table, you can act on individual budget groups by \"Edit<\/a>editing, \"Delete<\/a>deleting, \"Move<\/a>moving, \"Copy<\/a>copying, \"link<\/a>linking, \"gantt\"<\/a>baselining the chosen budget sub-group or you may have options to add a \"add<\/a>sub-group or \"add<\/a>budget item to the group. You can act on any listed budget items from this same column by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a>, \"Move<\/a>moving<\/a> or \"Expenses<\/a>adding an expense item to the selected budget item.\r\n\r\n\"budget<\/a>\r\n

Figure 3 – Budget group budgets tab<\/strong><\/p>\r\n

Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the budget table or navigate to this same spot to \"Add<\/a>add more budgets to this budget group, or \"CSV<\/a>import a number of budgets from a CSV file. Here, you can also export this attachment list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"chart\"<\/a>\u00a0Charts<\/h4>\r\nInstead of a table view, this tab provides a graphical view of your accumulated baseline vs. actual over time for this budget group.\u00a0 The chart is generated from the information you put in the budgets table. Figure 4 below shows an example chart:\"chart<\/a>\r\n

Figure 4 – Budget group chart tab\r\n<\/strong><\/p>\r\nZoom in or out on certain times by using the red arrows at the bottom of the chart.\r\n

\"Comment<\/a>\u00a0Comments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the comments<\/a> that \"icon_user\"<\/a>users<\/a> have made on this budget group, as shown in Figure 5.\u00a0 By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few.\r\nFrom the Actions column<\/strong> of this comments table, you can act on individual comments by \"Edit<\/a>editing<\/a> or \"Delete<\/a>deleting<\/a>\u00a0 the selected comment.\r\n\r\n\"view<\/a>\r\n

Figure 5 – Budget group comments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the comment table or navigate to this same spot to \"Add<\/a>add more comments to this budget group. Here, you can also export this comment list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\n \r\n

\"Expenses<\/a>\u00a0Expenses<\/h4>\r\nThis tab\u00a0an asset listing<\/a> of all of the expenses logged for this budget group, as shown in Figure 6. By default, this table shows the budget item that this expense item is associated with, the reference, description, date, date of payment as well amount including and excluding tax information. The number of comments and attachments added to an expense item is also indicated in this view.\r\n\r\nThe Actions column<\/strong> of the expenses table provides accessible functions to act on a chosen expense item. These functions include \"Edit<\/a>editing, \"Delete<\/a>deleting, \"Move<\/a>moving or \"Copy<\/a>copying the chosen expense item or adding a \"Comment<\/a>comment or \"Attachments<\/a>attachment to that expense item.\r\n

\"expenses<\/a>Figure 6 – Budget group expenses tab<\/strong><\/p>\r\n

Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the expenses table or navigate to this same spot to \"Add<\/a>add more expense items to this budget group. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"History<\/a>\u00a0History<\/h4>\r\nThis tab shows shows some basic history of the budget group, as shown in Figure 7.\u00a0 By default, this tab will present you with a number of details about the budget group’s history such as the creation date, creation user, last update date and last update user. If the budget group has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.\"view<\/a>\r\n\r\n \r\n

Figure 7 – Budget group history tab<\/strong><\/p>\r\n

Note that you can customise your change table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the change table. Here, you can also export this list of changes to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n \r\n

\"Report<\/a>\u00a0Reports<\/h4>\r\n

\"benefit<\/a><\/p>\r\n

Figure 8 – Budget group reports tab<\/strong><\/p>\r\nThis tab shows a list of reports that you can run for this budget group, as shown in Figure 8.\r\n

\"History<\/a>\u00a0Workflow timeline<\/h4>\r\nThis tab shows you a table containing each of the state transitions that have been applied to this budget group on the associated workflow. Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button, or export this issue list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n

\"benefit<\/a>\r\nFigure 9 – Project workflow timeline tab<\/strong><\/p>\r\n

Below the state transition timeline table, you will be presented with a visual breakdown of the timeline in a GANTT chart, as shown in Figure 9.<\/p><\/div>\r\n

Related topics<\/h4>\r\n