Metadata-Version: 2.0
Name: odoo9-addon-mis-builder-budget
Version: 9.0.3.2.1.99.dev2
Summary: Create budgets for MIS reports
Home-page: https://github.com/OCA/mis-builder/
Author: ACSONE SA/NV, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 5 - Production/Stable
Requires-Python: ~=2.7
Requires-Dist: odoo (<9.1a,>=9.0a)
Requires-Dist: odoo9-addon-mis-builder

==================
MIS Builder Budget
==================

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Create budgets for MIS reports.

This module lets you create budgets for any MIS report. Several budgets
can be created for a given report template (ie one budget per year). Budget
figures are provided at the KPI level, with different time periods. A budget
can then be selected as a data source for a MIS report column, and the report
will show the budgeted values for each KPI, adjusted for the period of the 
column.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, you first need to flag at least some KPI in a MIS
report to be budgetable. You also need to configure the accumulation method
on the KPI according to their type. 

The accumulation method determines how budgeted values spanning over a
time period are transformed to match the reporting period.

* Sum: values of shorter period are added, values of longest or partially overlapping 
  periods are adjusted pro-rata temporis (eg monetary amount such as revenue).
* Average: values of included period are averaged with a pro-rata temporis weight.
  Typically used for values that do not accumulate over time (eg a number of employees).

When KPI are configured, you need to create a budget, then click on the budget items
button to create or import the budgeted amounts for all your KPI and time periods.

Finally, a column (aka period) must be added to a MIS report instance, selecting your
newly created budget as a data source. The data will be adjusted to the reporting period
when displayed. Columns can be compared by adding a column of type "comparison" or "sum".

Known issues / Roadmap
======================

The mis_builder `roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`_ 
and `known issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`_ can 
be found on GitHub.

Changelog
=========

9.0.3.2.1 (2018-06-30)
~~~~~~~~~~~~~~~~~~~~~~

- [IMP] Support analytic tags in budget items
  (`#100 <https://github.com/OCA/mis-builder/pull/100>`_)

9.0.3.2.0 (2018-05-02)
~~~~~~~~~~~~~~~~~~~~~~

- [FIX] #NAME error in out-of-order computation of non
  budgetable items in budget columns
  (`#68 <https://github.com/OCA/mis-builder/pull/69>`_)

9.0.3.1.0 (2017-11-14)
~~~~~~~~~~~~~~~~~~~~~~

New features:

- [ADD] multi-company record rule for MIS Budgets
  (`#27 <https://github.com/OCA/mis-builder/issues/27>`_)

9.0.1.1.1 (2017-10-01)
~~~~~~~~~~~~~~~~~~~~~~

First version.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder_budget%0Aversion:%209.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* ACSONE SA/NV

Contributors
~~~~~~~~~~~~

* Stéphane Bidoul <stephane.bidoul@acsone.eu>
* Adrien Peiffer <adrien.peiffer@acsone.eu>
* Benjamin Willig <benjamin.willig@acsone.eu>
* Artem Kostyuk <a.kostyuk@mobilunity.com>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-sbidoul| image:: https://github.com/sbidoul.png?size=40px
    :target: https://github.com/sbidoul
    :alt: sbidoul

Current `maintainer <https://odoo-community.org/page/maintainer-role>`_:

|maintainer-sbidoul| 

This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/9.0/mis_builder_budget>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.


