View budget or sub-group page

This page is shown in Figure 1 and shows all the information relating to the selected Budget iconbudget or sub-group. budget group view page

Figure 1 – Budget group view page

The  top header area allows you to Edit icon edit, Delete icon delete, Move iconmove or Copy iconcopy the budget or sub-group, or add aBudget icon sub-groupbudget item budget item,Attachments icon attachments or Comment icon comments to this budget or sub-group. Some 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 state transition iconrequest or Pass icon authorise a state transition. The rest of the page is made up of a number of tabs or sections (depending on your selected view):

Attachments icon Attachments

This tab shows an asset listing of all of the attachments that have been added to this budget group, as shown in Figure 2.  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. From the Actions column of this attachments table, you can act on individual attachments by Edit iconediting, Delete icondeleting, Move iconmoving or lock iconlocking/unlock iconunlocking the selected attachment. view page attachments tab

Figure 2 – Budget group attachments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the attachment table or navigate to this same spot to Add iconadd more attachments to this budget group. Here, you can also export this attachment list to Excel export iconExcel or CSV export iconCSV files. At 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).  

Budget icon Budget

This tab shows an asset listing of all of the budget sub-groups or budget items that have been added to this budget group, as shown in Figure 3.  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. From the Actions column of this attachments table, you can act on individual budget groups by Edit iconediting, Delete icondeleting, Move iconmoving, Copy iconcopying, link iconlinking, ganttbaselining the chosen budget sub-group or you may have options to add a add subgroupsub-group or add budget itembudget item to the group. You can act on any listed budget items from this same column by Edit iconediting, Delete icondeleting, Move iconmoving or Expenses iconadding an expense item to the selected budget item. budget tab

Figure 3 – Budget group budgets tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the budget table or navigate to this same spot to Add iconadd more budgets to this budget group, or CSV import iconimport a number of budgets from a CSV file. Here, you can also export this attachment list to Excel export iconExcel or CSV export iconCSV files.

chart Charts

Instead of a table view, this tab provides a graphical view of your accumulated baseline vs. actual over time for this budget group.  The chart is generated from the information you put in the budgets table. Figure 4 below shows an example chart:chart tab budget group

Figure 4 – Budget group chart tab

Zoom in or out on certain times by using the red arrows at the bottom of the chart.

Comment icon Comments

This tab shows an asset listing of all of the comments that icon_userusers have made on this budget group, as shown in Figure 5.  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. From the Actions column of this comments table, you can act on individual comments by Edit iconediting or Delete icondeleting  the selected comment. view page comment tab

Figure 5 – Budget group comments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the comment table or navigate to this same spot to Add iconadd more comments to this budget group. Here, you can also export this comment list to Excel export iconExcel or CSV export iconCSV files.  

Expenses icon Expenses

This tab an asset listing 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. The Actions column of the expenses table provides accessible functions to act on a chosen expense item. These functions include Edit iconediting, Delete icondeleting, Move iconmoving or Copy iconcopying the chosen expense item or adding a Comment iconcomment or Attachments iconattachment to that expense item.

expenses tab budget view pageFigure 6 – Budget group expenses tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the expenses table or navigate to this same spot to Add iconadd more expense items to this budget group. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

History icon History

This tab shows shows some basic history of the budget group, as shown in Figure 7.  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 page history tab  

Figure 7 – Budget group history tab

Note that you can customise your change table view by clicking the Edit iconedit button at the bottom of the change table. Here, you can also export this list of changes to Excel export iconExcel or CSV export iconCSV files.

 

Report template icon Reports

benefit view page report tab

Figure 8 – Budget group reports tab

This tab shows a list of reports that you can run for this budget group, as shown in Figure 8.

History icon Workflow timeline

This 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 by clicking the Edit iconedit button, or export this issue list to Excel export iconExcel or CSV export iconCSV files.

benefit view page workflow timeline tab Figure 9 – Project workflow timeline tab

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.