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View of the Budget Object -
Budget Object is not working alone. It works with Invoice Object and Change Register / Change Request.
Budget Grid
Budget grid should visible as per the configurations done in Budget Object Configuration area.
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Button toolbar contains with 6 buttons,
Show Budget Tax (Toggle) - Display budget tax within the budget grid.
Show Budget Variance (Toggle) - Display budget variance depending on the approved change requests raised in Change Register.
Save - Save the changes made within the budget object.
Upload - Upload data to the budget object through an excel document.
Export - Export budget data into a excel document.
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Budget Hierarchy
Budget Hierarchy is configured from Camms.Strategy.
Budget Hierarchy contains budget types and budget lines which allow users to enter budget data against budget types and lines.
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There should be minimum three levels in Hierarchy Level in Hierarchy Configuration.
Reporting Years
There is an internal setting to enable reporting years within budget grid. Once the setting is ON, users will be able to add budget data in year wise. Also, the users can enter budget data against months in the monthly popup.
Add Budget Data
Users can add new budget data through the Add New Popup which appears when click on Add New button in the button toolbar. To add reporting years along with budget types/lines .
Features
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Add budget data
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Edit budget data -
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Delete budget data
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for the first time, user must go through Add New Popup.
Once user click on Add New button, below user interface appears to the user.
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There will be two dropdowns within the Add New Popup.
Reporting Year -
By default, the current reporting year will be set to this dropdown.
This dropdown contains all the reporting years according to the timeframe given in details object.
Budget Type / Line -
This dropdown contains the budget hierarchy configured in Strategy side.
After selecting a Reporting Year and Budget Types / Lines, user has to click on Add button placed in the bottom corner of the right side in Add New Popup.
If there are already added data within budget object, user can use New button placed in the right-side corner of the budget hierarchy levels to add budget data under already added reporting years. The New button is available only in reporting years rows and budget type rows.
If user wants to add non leaf budget hierarchy level (budget type), user has to click on New button placed in reporting year row / parent non leaf budget hierarchy level.
Once user click on New button, a new row is added to the grid. After filling required data and once click on Add button, new budget type will be added to the budget grid.
Button toolbar and Add New button will visible ad disabled until user add newly added budget type to the grid.
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Edit Budget Data
The budget object is implemented within allowing users to give inline editing. Budget values can be edited only in budget line level. If there are no any formulas added to a particular field in budget object configuration area or if a particular field will not get data from any other object within the workflow, use can edit the values from the budget line level of that field.
Once user update a value in budget line level, the rollup should be performed. Also, if that field is used in a formula, that formula added field also should be updated accordingly.
Delete Budget Data
Delete button is placed in the right-side corner against each budget hierarchy level including reporting year rows.
Users can delete reporting years, budget types and budget lines using this delete button only if there are no linkages with purchase orders raised in Invoice Object.
Duplicate Budget Data
Now the budget object has the feature which allows users to duplicate budget details from one reporting year to another reporting year.
Links with Invoice Object
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In a similar way, an invoice should be raised against the created purchase order. The purchase order has a linkage with a budget leaf level added in budget object. So that linked budget leaf level get link with the invoice. So, the total values of the invoices will reflect against the respective budget line which the purchase orders in linked within budget grid under Invoice To Date field.
Reporting Years
There is an internal setting to enable reporting years within budget grid. Once the setting is ON, users will be able to add budget data in year wise. Also, the users can enter budget data against months in the monthly popup.
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