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

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Editing a field on a duplicated Reporting Year

5.2.2 Duplicating Reporting Years & Budget Types

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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How do I Duplicate the Budget Type?

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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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

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5.3 How can I add Monthly Data to Budget fields?

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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 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 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 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!

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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6. Filtering Purchase Orders & Invoices

Now you can easily filter the purchase orders & Invoices created in the Invoice Object.

6.1 Purchase Order filter

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.

If you wish to filter results on the same day as “Purchase Order Date” then the “from” and “to” fields should be entered as the same values.

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6.2 Invoice filter

Quick Tip -If you wish to filter results to one “Total Amount” then the “from” and “to” fields should be entered as the same values

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If you wish to filter results on the same day as “Invoice Date” then the “from” and “to” fields should be entered as the same values.

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6.3 How do i configure the fields required for the filter?

An administrator can simply navigate to the Object configuration area of the “Invoice Object” and select the “Search Visilibility for any of the fields and it would be added to the filter.

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