Is it possible to modify the initial amounts of the financial analysis?

Yes, it is possible to modify the initial amounts of the financial analysis, for this there are 2 options that must be activated:

• The follow-up of the initial amounts.
• The "Edit initial amounts" right in the related access profiles.

To enable tracking of initial amounts

1. Go to Administration > Initiative management > Settings.
2. For the "P&L" section, tick "Yes" for the parameter "Initial amount tracking".
3. Click on "Save" at the bottom of the page.

To give the right to edit the initial amounts

1. Go to Administration > Users & Access profiles > Access profiles.
2. Open the sheet of the profile that should benefit from the right.
3. Click on "Edit" in the right panel.
4. In the Access rights > Initiatives > Initiative management > Analyse the gains section, check the "Edit the initial amounts" setting.
5. Click on "Save" at the bottom of the page.

To edit the initial amounts of the financial analysis

1. Access the initiative file containing the financial analysis.
2. Click on "Modify financial analysis" in the right pane.
3. On the calculation line to be modified, click on the pencil at the top right of the dialog box.
4. Click on "Save" at the bottom of the page.