Why doesn't my budget appear in the Finance module?

Why doesn't my budget appear in the Finance module?

You've created a Project or Activity in the Portfolio module, but the sub-budget of the same name doesn't appear in the Finance module? Don't panic, this is normal!

When you manually create Projects or Activities from the Portfolios module, i.e. without using the mass import of Projects and Activities :
  1. This Activity or Project will be visible in the Portfolios module
  2. A sub-budget of the same name will be automatically created by Abraxio in the Finance module BUT it will not necessarily appear 
    1. This sub-budget will not be visible in the Finance module if :
      1. No budget line has been created in this new sub-budget (i.e. if no budget in € or JxH is entered in the sub-budget)
      2. OR if you have not manually pinned the sub-budget in the Finance module.

If you wish to pin a sub-budget in the Finance module, you can choose to use one of the following 3 methods:
1) Manually pin your sub-budgets in the Finance module
2) Pin a sub-budget by entering budget lines in the Portfolios module
3) Pin a sub-budget automatically using mass import of Projects/Activities

These methods are detailed in the article Pinning a sub-budget in the Finance module.

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