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Adding/Editing Reporting Years
Adding a Reporting Year
Adding a New Reporting Year can be conducted by clicking on the “Add New” button. You are only allowed to add new reporting years ( based on the timeframe given in Details Object) / Budget Types and Lines (based on the Budget Hierarchy). So, the users can enter budget values in year wise/ budget types and lines wise.
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Project timeframe.
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Add New Button for Adding New Reporting Years
Editing a Reporting Year
You can simply click on the field you would prefer to edit data on the Reporting Year and Save the data.
Duplicating Reporting Years
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If you require adding Reporting Year functionality to Objects with existing Data, please contact our Support Team.
When Adding/Duplicating/Editing Reporting Years and Budget Lines; please make sure you have added data to the mandatory column prior to saving the data.