Camms is pleased to bring you this Special Product Update Release Note for Camms. Project
This release we've got exciting enhancements to improve your user experience within the application, which will be available in your Test environment on 07 December 2024 and will be available in your Live environment on 21 December 2024.
What does this Release Include?
As Camms. Project is moving towards continuous improvements this release will contain enhanced User Interfaces, User Experiences and Performance Improvements for the Budget Object and its key functionalities.
What is the Budget Object?
Budget Object is the Primary Object which belongs to the Financial Module of the Camms. Project application.
How can I Activate the Budget Object?
You can reach out to the Camms. Support Team in order to activate the Financial Module. After which you can simply drag and drop the “Budget Object” to the respective workflow as per your preference.
What Objects are included in the Financial Module?
Budget Object
Invoice Object
Change Register Object
What are the Key functionalities of the Budget Object?
You can bring data into the Object through a financial integration, upload data via the upload wizard or manually add data.
For further information on Integrating financial data to the Object please contact your consultant or our support team.
You can manage a hierarchical view of Budget Lines
You can manage Budgets against Purchase Orders and Invoices
You can filter Budgets - *NEW!
You can add/edit or delete Budgets
You can have custom numeric columns within the Object
You can add custom calculations to manage your financial data
You can manage Taxes for Budgets
You can manage change orders for Budgets
What is the Reporting Year Modification?
Currently within the Budget Object Project Budgets are added and managed for the entire Project Time frame the Reporting Year Modification will allow users to manage Project Budgets from year to year.
How can I add the Reporting year functionality to the Budget Object?
You can reach out to the Camms. Support team or a Product Consultant for in order to activate the functionality.
What changes would I see when activating the Reporting Year Modification?
Adding/Editing/Duplicating/Deleting Reporting Years
Adding Monthly Data
Adding/Editing Reporting Years
Adding a Reporting Year
Adding a New Reporting Year can be conducted by clicking on the “Add New” button. You are only allowed to add new reporting years based on the Project timeframe.
Add New Button for Adding New Reporting Years
Editing a Reporting Year
You can simply click on the field you would prefer to edit data on the Reporting Year and Save the data.
Editing a field on a duplicated Reporting Year
Duplicating Reporting Years
Budget Object allows users to duplicate Reporting Years / Budget Types within the Budget Object. As it would be easy to manage budget values.
How do I Duplicate a Reporting Year?
You can simply click on the “Duplicate Button” and duplicate a Reporting Year. You will only be allowed to Duplicate Budget hierarchy within the Project Time frame, and it would only allow you to duplicate the rows and will not carry forward any data.
Image - when a Reporting Year is duplicated
How do I Duplicate the Budget Type?
Deleting Reporting Years
You can simply Delete a Reporting year by clicking on 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 prior to deleting a Reporting Year as you would be prompted with an error message.
Image
How can I add Monthly Data to Budget fields?
The field you require to add monthly data should be configured as a “Monthly” field on the Object Configuration area. Once the configuration is set you would be allowed to add monthly budget data.
As a user the fields which you could add monthly budget data to would be indicated along with a “Pencil” Icon as shown below.
User view - Monthly Fields indicated with a “Pencil Icon”
Once you click on the “Pencil” Icon you would be presented with a Pop-up where you could add “Monthly” data.
User View - Monthly Pop-up to add Monthly Financial Data
Configuration Area - Setting up Monthly fields
Notes;
Users with respective permissions for the Budget Object would be allowed to make changes to the Financial Data.
You can contact your Administrator to understand the permissions you hold.
How can I do configurations of Budget Object?
General Notes;
If you require adding Reporting Year functionality to Objects with existing Data, please contact our Support Team.
When Adding/Duplicating/Editing Reporting Years and Budget Lines; please make sure you have added data to the mandatory column prior to saving the data.