Camms is pleased to bring you this Special Product Update Release Note for Camms. Project
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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?
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User view - Budget Object filter
How can I do configurations of Budget Object?
Object configuration area is the area where your “Administrator” configures the details of the Object which you can view and make changes on financial data.
What are the new changes of the Object configuration area?
Object configuration area has improvements to Interface, experience and performance. Following are the changes.
Tabs are re-ordered as shown below
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Object properties include “Object Name”, Object Type & Object Description
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Enable Conditions and Visible conditions contain a similar view of the Phase Enable, Visible condition tabs.
Cash flow tab would continue with the previous configuration view
Budget Object configuration tab is named as the “Budget” tab and includes the following
Tab properties (is collapsible)
Contains the Tab title
Tab visibility will be allowed through a toggle button
Contains the Tab description
Field configuration area would include a grid with the
Field Type
Field Name
Display Name - NEW!
Help Text
Sequence
Field Options - will be dynamic based on the selection of the custom field type - NEW!
Field Code
Formula
Field Enable/visible/field compulsory
Reporting Period (when the Reporting Year functionality is activated) - NEW!
Show Deleted fields Toggle
Add New Button -this will allow you to add the preferred custom fields
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You can refer this article on our User Guide for details on the new configuration area.
General Notes;
If you require adding Reporting Year functionality to Objects with existing Data, please contact our Support Team.
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