Camms is pleased to bring you this Special Product Update Release Note for Camms. Project
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You can bring data into the Object through a financial integration, upload data via the upload wizard or manually add data.
For further information on Integrating financial data to the Object please contact your consultant or our support team.
You can manage a hierarchical view of Budget Lines
You can manage Budgets against Purchase Orders and Invoices
You can filter Budgets - *NEW!
You can add/edit or delete Budgets
You can have custom numeric columns within the Object
You can add custom calculations to manage your financial data
You can manage Taxes for Budgets
You can manage change orders for Budgets
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You can simply click on the field you would prefer to edit data on the Reporting Year and Save the data.
Editing a field on a duplicated Reporting Year
Duplicating Reporting Years
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You can simply click on the “Duplicate Button” and duplicate a Reporting Year. You will only be allowed to Duplicate Budget hierarchy within the Project Time frame, and it would only allow you to duplicate the rows and will not carry forward any data.
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Image - when a Reporting Year is duplicated
How do I Duplicate the Budget Type?
Deleting Reporting Years
You can simply Delete a Reporting year by clicking on the “Delete” button. Reporting Years cannot be deleted if there are Purchase Orders linked to the Reporting Year Budgets. All links to Purchase orders must be removed prior to deleting a Reporting Year as you would be prompted with an error message.
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How can I add Monthly Data to Budget fields?
The field you require to add monthly data should be configured as a “Monthly” field on the Object Configuration area. Once the configuration is set you would be allowed to add monthly budget data.
As a user the fields which you could add monthly budget data to would be indicated along with a “Pencil” Icon as shown below.
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User view - Monthly Fields indicated with a “Pencil Icon”
Once you click on the “Pencil” Icon you would be presented with a Pop-up where you could add “Monthly” data.
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User View - Monthly Pop-up to add Monthly Financial Data
Configuration Area - Setting up Monthly fields
How can I do configurations of Budget Object?
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