Camms is pleased to bring you this Special Product Update Release Note for Camms.Project

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As Camms.Project moves towards continuous improvement, this release will include enhanced user interfaces, user experiences, and performance improvements for the Budget Object and its key functionalities.

The Budget Object is the primary object that belongs to the Financial Module of the Camms.Project application.

2.1 How can I Activate the Budget Object?

You can reach out to the Camms.Support Team to activate the Financial Module. After that, you can simply drag and drop the 'Budget Object' into the respective workflow according to your preference.

1. Budget Object

2. Invoice Object

3. Change Register Object

1. You can bring data into the object through a financial integration, upload data via the Upload Wizard, or manually add data.

   1. For further information on integrating financial data into the object, please contact your consultant or our support team.

2. You can manage a hierarchical view of budget lines.

3. You can manage Budgets against Purchase Orders and Invoices

4. You can filter Budgets - NEW!

5. You can add, edit, or delete budgets.

6. You can have custom numeric columns within the Object

7. You can add custom calculations to manage your financial data

8. You can manage taxes for budgets.

9. You can manage change orders for Budgets

Currently, within the Budget Object, project budgets are added and managed for the entire project timeframe. The Reporting Year Modification will allow users to manage project budgets on a year-to-year basis.

5.1 How can I add the Reporting year functionality to the Budget Object?

You can reach out to the Camms.Support team or a product consultant to activate the functionality.

5.2 What changes would I see when activating the Reporting Year Modification?

1. Adding/Editing/Duplicating/Deleting Reporting Years

2. Adding Monthly Data

5.2.1 Adding/Editing Reporting Years

• Adding a Reporting Year

Adding a new reporting year can be done by clicking the 'Add New' button. You are only allowed to add new reporting years based on the project timeframe.

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Editing a field on a duplicated Reporting Year

5.2.2 Duplicating Reporting Years

The Budget Object allows users to duplicate reporting years and budget types within the Budget Object, making it easier to manage budget values.

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You can simply click the 'Duplicate' button to duplicate a reporting year. You will only be allowed to duplicate the budget hierarchy within the project timeframe, and it will only duplicate the rows without carrying forward any data.

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Image - when a Reporting Year is duplicated

How do I Duplicate the Budget Type?

5.2.3 Deleting Reporting Years

You can simply delete a reporting year by clicking 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 before deleting a reporting year, as you will be prompted with an error message.

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5.3 How can I add Monthly Data to Budget fields? - NEW!

The field where you need to add monthly data should be configured as a 'Monthly' field in the Object Configuration area. Once the configuration is set, you will be able to add monthly budget data.

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5.4 How can I filter Budget data? - NEW!

Budget data can be filtered using the filter icon. You can filter budget data for selected 'Reporting Years' and respective 'Budget Types/Lines.' Once the filter is applied, the filter button will change color and indicate that the data is already filtered.

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5.4.1: User view - Budget Object filter

5.5 How can I do configurations of Budget Object?

The Object Configuration area is where your administrator configures the details of the object, which you can view and make changes to in financial data.

5.6 What are the new changes of the Object configuration area?

The Object Configuration area has improvements to the interface, experience, and performance. The following are the changes.

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