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ProjeQtOr free project management software - Expenses per organisation - ProjeQtOr

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Expenses per organisation

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11 Juil 2023 18:35 - 16 Aoû 2023 09:34 #1 by hervec
Hello,

In large organisation, the expenses must be followed per organisation.
The view "expense", in not allowing this level of detail.
It is would be great to have it.

Best Regards,
 
Last edit: 16 Aoû 2023 09:34 by hervec.

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14 Juil 2023 13:47 #2 by babynus
Replied by babynus on topic Expenses per organisation
The organization is not an information of expenses.
Do you mean per projects of a given organization ?
Just define a filter for projects, to get all projects of an organization (may be dynamic).
Then on project selector, use the search option, apply filter on organization, select all project : then the selector applies to the filter youi wish.
You can go to Expense screen, you get the information you wish.
Interest is that this can be applied to any screen, not only expense (and get for instance Risks per organization),
and to any filter on Project (Expenses per type of project, or Situation of project).
 

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16 Aoû 2023 09:57 #3 by hervec
Replied by hervec on topic Expenses per organisation
Hello, no I wanted to say, independently of the link project - organization, I would like to extract the expenses per organisation and not to have it globally.
We can extracts costs, via the reports in csv, per ressource, per period and per organisation.
My request was just to have something similar for the expenses, in particular the table expenses per organisation. Regards.

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16 Aoû 2023 11:23 #4 by babynus
Replied by babynus on topic Expenses per organisation

We can extracts costs, via the reports in csv, per ressource, per period and per organisation.

You can get costs per organization as costs are linked to resources that are linked to organizations.

no I wanted to say, independently of the link project - organization
...
My request was just to have something similar for the expenses, in particular the table expenses per organisation. Regards.

No, not independently to link project - organization, as expenses are not directly linked to organization, nor to resource (except for individual expenses)

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16 Aoû 2023 11:58 - 16 Aoû 2023 12:15 #5 by hervec
Replied by hervec on topic Expenses per organisation
This is exactly my point. The project expenses cannot be dispatched by organization (entity in my case, U Enseigne vs U Iris). It means that we cannot easily build global reports per project and per entity. Each expense must be treated one by one manually.
Last edit: 16 Aoû 2023 12:15 by hervec.

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16 Aoû 2023 12:03 #6 by babynus
Replied by babynus on topic Expenses per organisation
The only way to do what you expect is to use the plugin Screen Customization.
With this plugin, you can easily add new field idOrganization to Project Expenses, then you'll be able to use this field on your reports.

Babynus
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The following user(s) said Thank You: hervec

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