Camms is pleased to bring you this Special Product Update Release Note for Camms.Project
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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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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?
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5.3.3: Configuration Area - Setting up Monthly fields
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Note: Reporting Period can be configured as Monthly only for Numeric fields & Standard fields with NO calculations. Reporting Period for Committed YTD and Actual YTD fields on new workflows will be standardized as Monthly Data fields. Users with the respective permissions for the Budget Object will be allowed to make changes to financial data. You can contact your administrator to understand the permissions you have.Reporting Period for Committed YTD and Actual YTD fields on new workflows will be standardized as Monthly Data fields. |
5.4 How can I filter Budget data?
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Tabs are re-ordered as shown below
Object properties include “Object Name”, Object Type & Object Description
Enable Conditions and Visible Conditions contain a similar view to the Workflow Phase Enable and Visible Condition tabs.
The Cash Flow tab will continue with the previous configuration view.
The Budget Object Configuration tab is now named the 'Budget' tab and includes the following:
Tab properties (collapsible)
Contains the tab title
Tab visibility will be controlled through a toggle button
Contains the tab description
The field configuration area will include a grid with the following:
Field Type: Indicates whether the field is a standard or custom field (Text field/Numeric field/Date and Time field) -NEW!
Field Name
Display Name (Previously presented as Label Name) - NEW!
Help Text
Sequence - NEW!
Field Options - 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!
Show Deleted fields Toggle - Allows 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 will 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 your preferred custom fields (Text fields, Numeric fields, & Date and Time fields) - NEW!
Filtering fields - NEW!
You can now filter by Field Type, Field Name, Display Name, Help Text, and Sequence within the Object Configuration area.
The filter includes a search bar to enter details, a filter button, and clear and close buttons.
Once filtered, the filter icon will be filled and indicate that the data is filtered.
This filtration cannot be saved.
Sequence cannot be filtered as a range.
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Now you can easily filter the purchase orders created in the Invoice Object.
Quick Tip -If you wish to filter results to one “Total Cost” then the “from” and “to” fields should be entered as the same values
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