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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Configuration Area - Setting up Monthly fields
Notes;
Users with respective permissions for the Budget Object would be allowed to make changes to the Financial Data.
You can contact your Administrator to understand the permissions you hold.
How can I do configurations of Budget Object?
General Notes;
If you require adding Reporting Year functionality to Objects with existing Data, please contact our Support Team.
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