| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 980 |
| Technical Name |
de_budgetplanung_plan_ist |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 980 |
| Technical Name |
de_budgetplanung_plan_ist |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
DE Budgetplanung +
Community budgeting with Plan-vs-Ist (actual) dashboards per account and Kostenstelle (cost centre) for the German market.
Native Odoo budgeting is locked behind Enterprise. This app brings full community budgeting to German SMEs with the labels and structure they expect: budgets per Sachkonto (account) and Kostenstelle (cost centre / analytic account), a clean Plan-vs-Ist (planned-versus-actual) comparison, monthly period breakdown, and variance / Zielerreichung (target attainment) analysis.
Key Features
Budgetplan (DE Budget / Plan-Ist)
Budgetplan (DE Budget / Plan-Ist). Tracks Bezeichnung, Referenz, Unternehmen, Geschäftsjahr, Von. One-click confirm, close, reset reset to draft, refresh actuals, create revision.
Budgetposition (Plan-Ist Zeile)
Budgetposition (Plan-Ist Zeile). Tracks Reihenfolge, Budgetplan, Bezeichnung, Sachkonto, Kontengruppe. One-click refresh actual, distribute periods.
Budget-Monatswert
Budget-Monatswert. Tracks Budgetposition, Jahr, Plan, Ist, Abweichung.
Plan-Ist Auswertung
Plan-Ist Auswertung. Tracks Bezeichnung, Budgetplan, Unternehmen, Währung, Sachkonto.
Budgetpositionen generieren
Budgetpositionen generieren. Tracks Budgetplan, Kontengruppen, Sachkonten, Kostenstelle, Aufschlag % (auf Vorjahres-Ist). One-click generate.
Budget-Revisionsassistent
Budget-Revisionsassistent. Tracks Budgetplan, Begründung, Plananpassung %. One-click apply.
Use Cases
Screenshots
Budgetplne
Planist Auswertung
Why Choose This Module
Highlights Budget (Budgetplan) header with draft -> confirmed -> done -> revised states. Budget lines per account group and Kostenstelle with monthly distribution. Automatic Ist (actual) computation read from posted journal items / analytic lines, so every line shows Plan, Ist, Abweichung (variance) and % attainment. Period engine that splits an annual plan into 12 monthly buckets using even, seasonal or manual distribution profiles. Revision wizard that snapshots a budget and creates a versioned copy. Dashboard pivot/graph friendly Plan-Ist report model.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Baris Genc
- Dependencies: account, analytic
- Support: odoo@gencbaris.com
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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