wiki:UserGuidelines/Project/AddBudgetAndProduceFundingReport

Version 6 (modified by Fran Boon, 7 years ago) ( diff )

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Add Budget And Produce Funding Report

Introduction

This workflow will walk you through the process to add budget and produce funding report.

Details

The first step would be to log in. Log In into Sahana Eden system and then click on ‘Projects’ in the top navigation menu.

Now you would need to click on ‘Open’ on the project of your choice. Its the project to which you want to add the annual budget. Once you have clicked on Open, click on Annual Budgets tab. You would see a form to fill the details. See Troubleshooting section if you don't see the tab. In the form, fill the year, amount and select the currency. All three fields are necessary. Once done, click on Save and you would receive a confirmation message saying ‘New Annual Budget Created’.

To produce a funding report, click on ‘Funding’ in the Reports section in Left side menu. Here you should be able to produce the reports. Click ‘Show’ in Report Options to edit the options. Select your choices and click Submit. You can see the charts and graphs by clicking on the icons above the pivot table.

Screenshots

Open a Project and click 'Annual Budget' Full Image http://www.makeathumbnail.com/thumbnails/image136388.png

Click Funding Reports in Left side to see Reports. Full Image http://www.makeathumbnail.com/thumbnails/image136389.png

TroubleShooting

I don’t see the Annual Budget Tab and Funding report link.

If you are using the default template, its most likely that you won’t see them by default. You will need to follow the below steps in order to see those options

1) You’ll need to go to your web2py directory in your system.

2) Once there, go to applications -> eden -> modules -> templates -> default.

3) Here open the file ‘config.py’ in a text editor.

4) In this file, you’ll have to find the following lines and remove the # (number sign) from the starting of the lines.

settings.project.mode_3w = True

settings.project.community = True

settings.project.multiple_budgets = True

5) Save the file and restart web2py. Now you should be able to see those options. If you are using the IFRC template, then there is no need of the above modifications.

I want to export all the budget along with the year and amount

In the Annual Budgets tab, you would see the list of budgets in a table. Above the table it says ‘Export to’ and three icons. Click on first icon to transfer it as PDF and second icon to transfer it as XLS file.

Related Workflows

Add Staff and Volunteers to a Project Link

Add Communities and Beneficiaries to a Project Link

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