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 “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!
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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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d. Add New Button -this will allow you to add the preferred custom fields (Text fields, Numeric fields & Date and Time fields) - NEW!
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Filtering fields - NEW!
Now you can filter Field Type/Field Name/Display Name/Help Text and the Sequence within the Object configuration area
The filter includes a search bar to enter the details, Filter button, clear and close buttons
Once filtered the Filter Icon would be filled and indicated as filtered
This filtration cannot be saved
Sequence cannot be filtered as a range
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General improvements such as Paginations/view of items per page is available as well.
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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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