| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 2252 |
| Technical Name |
oe_budget_engine |
| License | OPL-1 |
| Website | https://odooengineering.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Budget Engine
Plan, track, and analyze budgets with smart automation and clear analytics, variance tracking, and clear KPIs
Enhanced Features in This Version
Professional Capabilities for Your Business
ð¢ Traffic-Light Health Scoring
Automatic performance states (On Track, Needs Attention, Critical) color every tree, kanban, and dashboard view so decision makers react instantly.
Before & After Budget Engine
Before
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After
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Key Features & Capabilities
Everything you need for professional operations
Health KPIs & Traffic Lights
Totals for planned, theoretical, practical, and variance plus color-coded health states keep everyone focused on the right budgets.
Adaptive Approvals & Thresholds
Amount-based approval rules and manager-only validation enforce governance while chatter keeps the audit trail intact.
Auto Snapshots & Revision History
Manual or automatic snapshots capture every approved version with delta comparisons for compliance and planning reviews.
AI Insights & Actionable Alerts
Smart Insights highlight the top variance lines, while threshold alerts schedule activities for responsible budget owners.
Bulk CSV Import/Export
Import budget lines in bulk with a simple CSV. Export to Excel, Google Sheets, or Numbers for offline analysis.
Variance Analysis
Track practical vs theoretical spend and instantly see over/under budget performance.
Analytic Integration
Link budgets to analytic accounts and groups for department or project-level visibility.
Approval Rules by Amount
Configure amount thresholds to require manager approval and keep governance tight.
What's Included
Core Features
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Additional Components
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Global Language Support (20+)
Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.
How to Use This Module
Step-by-Step Instructions to Get Started
Installation & Setup
- Install the module: Go to Apps -> Search for "oe_budget_engine" -> Click Install
- Configure permissions: Navigate to Settings -> Users & Companies -> Set user access rights
- Initial configuration: Access the module settings from the main menu
Basic Usage
- Creating budgets: Create a new budget, set the period, and add budget lines by position or analytic account.
- Managing data: Review KPIs, open related entries, and adjust planned amounts as needed.
- Using key features: Submit for approval, validate when ready, and monitor variance over time.
- Generating reports: Export list views or pivot for presentation and audit.
Tips & Best Practices
- Use analytic accounts to segment budgets by department or project
- Keep budgets in Draft until initial review is complete
- Re-clone last year's budget to start new cycles faster
- Integrate with Accounting and Mail modules for full visibility
Important Notes
Requires Accounting and Analytic modules. Compatible with Odoo 12 Community and Enterprise. Ensure journal entries are posted for accurate practical amounts.
Frequently Asked Questions
Q: Which Odoo versions are supported?
A: Odoo 12 Community and Enterprise. Multi-company supported. Requires Accounting and Analytic modules.
Q: Can I import budgets from Excel?
A: Yes. Use the CSV import with a simple template and upsert mode. Export list views for analysis.
Launch Demo Instance
Explore Budget Engine in a live environment
Try It NowProudly American-Owned & Operated
Built for American Businesses First
At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.
Why Choose Odoo Engineering
| Professional Excellence Enterprise-grade modules built to the highest standards | 90-Day Warranty Full support and bug fixes guaranteed | Clear Documentation English-first terminology that everyone understands |
| US Business Hours Support when American businesses need it most | Clean Code Well-documented, easily extensible modules | Expert Team Dedicated professionals focused on your success |
Quality Odoo modules that are easily extended at reasonable prices â that's the Odoo Engineering promise.
Complete AI Business Intelligence Suite
Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions
This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.
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Want something custom? We build AI integrations tailored to your business.
Support & Services
Get HelpNeed assistance? Our support team is here to help with installation, configuration, and troubleshooting. Contact Support |
Custom DevelopmentLooking for custom features or integrations? We offer professional Odoo development services. Request Quote |
Ready to Get Started?
Install Budget Engine today and experience the difference quality makes.
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Professional Odoo modules built with excellence in the USA.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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