Simulations: Integrate costing from a simulation

The integration process allows you to integrate all or part of a simulation into your budget.

The creation of the simulation is described in the previous article: https://help.abraxio.com/portal/en/kb/articles/simulations-principles-and-operating-model

Integration process for a Department budget simulation

The integration process starts with the selection of the target sub-budget in the Simulation Global view.
By default, Abraxio selects the fiscal year on which the simulation was run and allows you to select subsequent fiscal years if they exist.
Similarly, if the simulation was run on an existing budget, Abraxio will automatically suggest it for reintegration.

In both cases, Abraxio always gives you the option to select a different fiscal year, a different sub-budget or even to create a new one.

The next step will take you to the budget line integration interface.

Integration process for a project budget simulation

In the case of a project sub-budget, the principle remains the same. All you need to do is select the target sub-budget for the project in question.

Budget line integration

Once you have clicked on 'Next step', you will be taken to the following screen:

The top table shows the budget lines of the simulation sub-budget you want to include.

The lower table shows where they should go, either into an empty sub-budget or into an existing sub-budget. In the latter case, the existing budget lines are shown.

There are several options available for each budget line you wish to add:

1. Add line to the target budget
   
2. Merge the line with an existing line in the target budget
   
3. Ignore
   
4. Reset
   
5. If the row has been 'abandoned', you can reset it to 'To be validated' status and include it in the integration process.
   

Abraxio suggests the most appropriate action for each line.

The proposed action is indicated by an icon with a blue background.

Adding or merging rows has an immediate effect on the target budget table.

The lines are clearly identified by their action status in the table:

There are two steps to merge two lines:

1- Click on the Merge option and Abraxio will ask you to select the target line.

Abraxio recommends the recommended line.

2- When the line is selected, the merge is performed and the result is returned directly to you. The merged line is highlighted (in green) and a second line is added showing the old values so that you can check the impact on the target budget line.

Note that you can always go back to the previous values of the line by clicking on the chevron to the left of the merged line.

You can always undo an operation to add, delete or merge a row by clicking on the Undo action button.

1. The summary indicators for the target budget - before and after merging - can be found directly in the budget banner.
   

1. You can also analyse the impact of your choices on the overall fiscal year plan (on the right).
   

1. Once you have completed your actions (for at least 1 budget line), you can validate your integration by clicking on the corresponding button. Only after this validation will your budget be affected.
   
2. You can always return to the initial situation of your budgets (simulation and target) by clicking on the button with the same name.
   
3. As soon as your integration has been validated, Abraxio offers you to return to the context of your choice, either the simulation or the target budget.
   

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