: :  Creating the Initial Budget

From a Project sheet, go to Flow analysis > section Flow > Create/Simulate the initial budget.

The creation of a project's initial budgets is done on the following business objects:

As long as initial budgets are not fixed, it is not possible to deliver or receive an order. In the same way, you cannot create an invoice from a billing table.

If you use a billing table in your project, it must be validated to be taken into account in your initial budget. In the same way, estimates and orders managed by the billing table must be associated to this billing table. To do so, you must fill in the "Billing table nb" section.

Note: when you create your initial budget, if all your estimates and customer orders are associated to a not validated billing table, you will get an initial sales budget equals to 0. Besides, the creation of initial budgets into Other Costs is done manually.