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Project contributions

The Contributions screen attaches the projects in scope to the plan's objectives, with their shares.

Reading the screen

One row per project in the scope:

  • the attached objectives with their share (e.g. Reduce costs — 60 %);
  • the shares total per nature (one global total, or an OPEX total and a CAPEX total), in red when it does not equal 100 %;
  • the Unattached label for projects not yet linked to the plan.

Attaching a project

Click the pencil on the row:

  • Nominal case: pick an objective — the share defaults to 100 %. Save, done.
  • Transverse project: Split over another objective button adds lines; the remainder is proposed automatically. The Save button stays disabled until the sum reaches 100 %.
  • Detach project removes all its links to the plan.

Validation rules

RuleWhy
Σ of a project's shares = 100 % per nature of the target objectivesA share distributes the target objective's family of amounts. A project can thus give 100 % of its OPEX to an OPEX objective and 100 % of its CAPEX to a CAPEX objective: the families are disjoint, no double counting. Toward objectives without a nature, the classic Σ = 100 % rule applies.
Mixing objectives with and without a nature is forbidden for a given projectAn untyped objective counts the project's total, OPEX included: mixing would count the typed share twice.
No contribution to two nodes of the same branch (an objective and its ancestor)Contributions roll up to ancestors automatically; a double attachment would count twice.
The same objective cannot appear twiceA split happens across distinct objectives.
Attachment allowed on any objectiveA cross-cutting project spreads across several objectives with no artificial split.

Who can edit?

The plan owner can edit all contributions from this screen. A project leader can edit those of their own projects.

The share drives everything

The same share splits the project's budget (financials) and weights its progress (achievement). A €500k project attached at 60 % brings €300k and 60 % of its progress to the objective. Details are described in the Tracking page.