Camms is pleased to bring you this Special Product Update Release Note for Camms. Project
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What is the Reporting Year Modification? - NEW!
Currently within the Budget Object Project Budgets are added and managed for the entire Project Time frame the Reporting Year Modification will allow users to manage Project Budgets from year to year.
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Budget Object allows users to duplicate Reporting Years / Budget Types within the Budget Object. As it would be easy to manage budget values.
How do I Duplicate a Reporting Year?
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? - NEW!
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.
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How can I filter Budget data? - NEW!
Budget data can be filtered through the filter Icon. You can filter Budget data for selected “Reporting Years” and respective “Budget Type/lines". Once the filter is applied, the filter button will change colour and would indicate that data is already filtered.
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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 - will indicate the type of field Standard field or Custom field (Text field/Numeric field/Date and Time field) - NEW!
Field Name
Display Name - (Previously was presented as Label 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 actions
Reporting Period (when the Reporting Year functionality is activated) - NEW!
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Show Deleted fields Toggle - will allow you to view deleted archived fields - NEW!
You can now view deleted fields via the toggle
Once you toggle to view the deleted fields it would automatically allow you to re-activate the field via the “Activate” button
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