Camms is pleased to bring you this Special Product Update Release Note for Camms. Project
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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 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.
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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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Budget filter is a standard filter therefore configuration of fields are not available.
Change Request functionality, Change Register functionality and the Import/Export Wizard functionality will NOT be available till 13January 2025 for the Budget Object.