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

...

1. You can bring Adding 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 Managing a hierarchical view of budget lines.

3. You can manage Managing Budgets against Purchase Orders and Invoices

4. You can filter Budgets - NEW!

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

6. You can have Filtering Budget data

7. Manual Adding, editing, duplicating or deleting budget data

8. Managing custom numeric columns within the Object

9. You can add Adding custom calculations to manage your financial data

10. You can manage Managing taxes for budgets.

11. You can manage Managing 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.

...

Add New Button for Adding New Reporting Years

• Editing a Reporting Year Data

You can simply click on the field you want to edit data in the Reporting Year and save the data.

...

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.

...

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.

Image

5.3 How can I add Monthly Data to Budget fields?

...

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.

...

Info
Note: Users with the respective permissions for the Budget Object will be allowed to make changes to the financial data. You can contact your administrator to understand the permissions you have."

5.4 How can I filter Budget data?

...

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.

...

5.4.1: User view - Budget Object filter

5.5 How can I

...

conduct configurations of the 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.

...

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

1. Tabs are re-ordered as shown below
   

   

2. Object properties include “Object Name”, Object Type & Object Description
   

   

   
   

3. Enable Conditions and Visible Conditions contain a similar view to the Phase Enable and Visible Condition tabs.

4. The Cash Flow tab will continue with the previous configuration view.

5. The Budget Object Configuration tab is now named the 'Budget' tab and includes the following:

   1. Tab properties (collapsible)

   2. Contains the tab title

   3. Tab visibility will be controlled through a toggle button

   4. Contains the tab description

   5. The field configuration area will include a grid with the following:

      1. Field Type: Indicates whether the field is a standard or custom field (Text field/Numeric field/Date and Time field) - NEW!

      2. Field Name

      3. Display Name (Previously presented as Label Name) - NEW!

      4. Help Text

      5. Sequence

      6. Field Options - Dynamic based on the selection of the custom field type - NEW!

      7. Field Code

      8. Formula

      9. Field Enable/visible/field compulsory actions

      10. Reporting Period (when the Reporting Year functionality is activated) - NEW! AAA

   6. Show Deleted fields Toggle - Allows you to view deleted archived fields - NEW!

      1. You can now view deleted fields via the toggle. Once you toggle to view the deleted fields, it will automatically allow you to re-activate the field via the 'Activate' button."

...

d. Add New Button: This will allow you to add your preferred custom fields (Text fields, Numeric fields, & Date and Time fields) - NEW!

6. Filtering fields - NEW!

   1. You can now filter by Field Type, Field Name, Display Name, Help Text, and Sequence within the Object Configuration area.

   2. The filter includes a search bar to enter details, a filter button, and clear and close buttons.

   3. Once filtered, the filter icon will be filled and indicate that the data is filtered.

   4. This filtration cannot be saved.

   5. Sequence cannot be filtered as a range.

...

...