Budgets

A budget in GLPI is defined by an amount and a time period. Other GLPI items can be attached to this budget and will then, by providing their value, modify the budget available amount.

Creating a budget in GLPI enables the administrative and financial management functionality for all other GLPI items.

It is possible to follow the evolution of a budget by tracing the value of each attached item.

Note

Attaching a GLPI item to a budget is done via tab Management of the item!

Note

When displaying a budget from a sub-entity, the budget remaining total amount is not visible.

The budget remaining total amount can be negative if the sum of the values of attached items is greater than the budget amount.

Note

It is possible to use templates to generate this object.

Add a new budget

• To add a new budget, click on + Add at the top of the screen

• Enter the information required

  

• You can add a budget type (administrative value)

  

Astuce

You can manage your budget type in Setup > Dropdowns > Types > Budget types

The different tabs

Main tab

This tab provides a summary table giving the expended amount of the budget, sorted by item type, as well as total remaining amount. You cannot add a cost directly from this tab. Costs are deducted via the tabs of the same name in the various GLPI objects (changes, tickets, etc).

Items

This tab displays GLPI items attached to this budget as well as their value.

Note

Attaching a GLPI item to a budget is done via tab Management of the item!

Documents

Additional information is stored in the form of external documents which are files uploaded into GLPI. In the Documents tab, documents can be associated and unlinked with the selected item. The management of the documents themselves is dealt with in another chapter.

It is also possible to quickly create a document via this tab by specifying the desired file and optionally the field in which the new document is to be placed. The name of the created document will be based on the name of the added file.

Note

When you delete a document from this tab via mass actions, you only remove the link between the object and the document; the document itself is still present.

External Links

The External links tab is used to show associated external links.

For some items, external links are managed from the menu Setup > External links.

These links can use object fields such as IP, name, etc.

See Configure protocol external links.

Examples:

• A web link: http://192.168.0.1 (IP retrieved from the network port of the hardware) ;

• A RDP link for remote access: glpi://MSTSC.EXE,pc001 (name « pc001 » retrieved from the hardware).

Notes

The Notes tab provides a free text field for storing additional information. Notes are displayed in the order of their creation. You can also add a document

Add a note

• To add a note, click on +Add

• You can add text and format it to suit your needs

• You can add a document to this note

Delete a note

• To delete a note, you need to click on delete

• You can delete only the attachment by clicking on delete (the option appears when you move your mouse over the attachment)

Astuce

When you delete an attachment, it is not completely deleted, you can find it in Management > Documents

History

The History tab is used to show any changes made to an item. The following information about the changes is available:

• ID of the change.

• Date and time the change was made.

• User who made the change. If this field is not filled, it means that the action was done automatically (For example: automatic inventory update).

• Field that was changed.

• Description of the change that was made.

The description of the change represents either the difference between the old and the new value (For example with location field: Change HQ to Remote Office A), or the explanation of the action which was carried out (For example: Uninstallation of a software: « Gimp 2.0 »).

Note

For dropdowns or objects with a parent/child relationship, the modification of a child will appear in the history of the parent element.

All Information

For an item, all information is displayed on one page from the All tab. This shows all of the tabs of an object’s form in one view, one below the other.