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

This release introduces exciting enhancements designed to improve your user experience within the application, which will be are now available in your Test environment on 7th December 2024 and in your Live environment on 21st December 2024.

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.

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

2.1 How

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do I

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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.

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1. Budget Object

2. Invoice Object

3. Change Register Object

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

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

2. Managing a hierarchical view of budget lines.

3. Managing Budgets against Purchase Orders and Invoices.

4. Filtering Budget data Manual Adding, editing, duplicating or deleting budget data.

5. Manually add, edit, duplicate, or delete budget data.

6. Managing custom numeric columns within the Object.

7. Adding custom calculations to manage your financial data.

8. Managing taxes for budgets.

9. 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 modification will allow users to manage project budgets on a year-to-year basis.

5.1 How can I add the Reporting

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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

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can I expect with the Reporting Year

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Adding/Editing/Duplicating/Deleting Reporting Years

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modification?

1. Ability to add, edit, duplicate, or delete reporting years.

2. Ability to add data monthly.

5.2.1 Adding

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or 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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• How do I Duplicate a Reporting Year?

You can simply click Click the 'Duplicate' button to duplicate a reporting yearthe budget type. 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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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 duplicate the rows without carrying forward any data.

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5.2.3 Deleting Reporting Years

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Figure 5.3.1: User view - Monthly Fields indicated with a “Pencil Icon”

Once you click Clicking the 'Pencil' icon , you will be presented with opens a pop-up where you can add 'Monthly' to add monthly data.

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Figure 5.3.2: User View - Monthly Pop-up to add Monthly Financial Data

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1. Tabs are re-ordered as shown below.
   

   

2. Object properties now include “Object Name,” “Object Type,” and “Object Description”.
   

   

3. Enable Conditions and Visible Conditions contain a similar view to the Workflow 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 - NEW!

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

      7. Field Code.

      8. Formula.

      9. Field Enable/visible/field enables, visibility, and compulsory actions.

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

   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 reactivate 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!

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.

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7.1 Modifications to the Project Master Report

With the latest updates to the Financial Module in Camms.Project, the Project Master Report now includes enhanced functionality to capture Budget details from the updated Budget Object configured within each Project.

Key Updates:

• A new Budget Table has been introduced, featuring:

  • 10 columns, where the first two columns display the ‘Code’ and ‘Budget Type,’ while the remaining 8 columns dynamically adjust to show the first 8 'Standard Field,' 'Numeric Field,' and/or 'Date and Time Picker' fields configured within the Budget Object.

  • A comprehensive display of all Reporting Year rows, Budget lines, and sub-lines as defined in the Budget Object.

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• Additionally, the newly introduced ‘Show Budget Tax’ filter allows you to control whether tax rows are included in the Budget Table in the report.

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7.2 Enhancements to Camms.Engage

In addition to the standard reporting updates, the Project Budget component within Camms.Engage has been enhanced to display budget details in a manner similar to their presentation within the Budget Object in Camms.Project.

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