Budget: Difference between revisions

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The budget can be inspected during a session by opening the [[finance view]]. This is a [[Special Option]] that accessed via the [[Action Menu]].   
The budget can be inspected during a session by opening the [[finance view]]. This is a [[Special Option]] that accessed via the [[Action Menu]].   


If this action is not present in any action menu available to your Stakeholder, you can add it to a menu while editing the project:
If this action is not present in any Action Menu available to your Stakeholder, you can add it to a menu while editing the project:
{{Editor location|action menus}}
{{Editor location|action menus}}
The financial view can be added to a stakeholder by first selecting an existing [[action menu]] and subsequently selecting [[finance view]] in the Special Options dropdown menu.
The financial view can be added to a stakeholder by first selecting an existing [[Action Menu]] and subsequently selecting [[finance view]] in the Special Options dropdown menu.


The [[Budget (Indicator)]] is another useful tool to gain insight into the cost balance of a [[stakeholder]] and also provides a button top open the financial view panel.
The [[Budget (Indicator)]] is another useful tool to gain insight into the cost balance of a [[stakeholder]] and also provides a button top open the financial view panel.

Latest revision as of 09:44, 21 February 2023

The budget overview in the Budget (Indicator)

The budget of a stakeholder is the amount of money it can spend during a session, budgetary considerations and targets can guide the stakeholder in its spending. The amount of money a stakeholder has during a session is influenced by Income and Cost.

Adding the Finance overview

Every stakeholder has a start budget, which can be used during a session. There are various ways to get an insight into the financial status and the income and expenses of a stakeholder during a session.

Accessing the Finance View

The budget can be inspected during a session by opening the finance view. This is a Special Option that accessed via the Action Menu.

If this action is not present in any Action Menu available to your Stakeholder, you can add it to a menu while editing the project:

Editor → Future Design (Ribbon tab) → Actions (Ribbon bar)

The financial view can be added to a stakeholder by first selecting an existing Action Menu and subsequently selecting finance view in the Special Options dropdown menu.

The Budget (Indicator) is another useful tool to gain insight into the cost balance of a stakeholder and also provides a button top open the financial view panel.

Notes

  • This page refers to Budget as the total of income and cost, not to be confused with the Budget (Indicator), an indicator assessing financial targets and income and expenses of a stakeholder.

How-to's

See also