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 produce a budget report in PDF or Excel?Nine formats, showing price or cost.

Where Budget › Budget button

How do I produce a budget report in PDF or Excel?

Steps

  1. Open the budget.
  2. Click UPD and wait for it to finish.
  3. Click the Budget button and accept the price-update notice.
  4. Choose the format: summarized, detailed, all, schedule, comparative, earned value analysis, APU, standard format or sales format.
  5. Choose whether to show price or cost.
  6. Click Print or Print Excel.
Warning

Without UPD, the report may show outdated figures.

Site note

In the budget's Print menu (gear icon), Budget Report produces the actual execution report in PDF: by item, budgeted quantity and amount against actual quantity and amount executed, and the difference.

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