BIM 2.0Odoo 19

Process manual

Search for what you want to do and follow the steps. Each process shows where it is in the menu, what you need first and which mistakes to avoid.

The life of a project

Budgets

How do I get the budget analyses by stage in Excel?Resources by stage, amounts by stage, general cash flow or purchase invoices.

Where Budget › Analysis button

Before you start

Stages generated (except for the purchase invoices report).

How do I get the budget analyses by stage in Excel?

Steps

  1. Open the budget and click UPD.
  2. Click Analysis and accept the prompt.
  3. Choose the type: Resources For Stage, Amount of Resources by stages, General Cash Flow or Report by Purchase Invoice Lines.
  4. Click Print Excel.
Warning

If the budget has no stages, "El presupuesto no tiene etapas." appears. Create them with the Stages button.

Documented version: BIM 2.0 (base_bim_2 19.0.19.04.2026) · Odoo 19