We'd love to hear from you! Provide  feedback  to earn a badge today. Take our quick survey
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Budget and forecast updates

Received Response
14
Views
2
Comments

Summary:

Hi


We have converted project budgets and forecasts using budgets and forecasts FBDI template as part of our data conversion. When we execute our interface to update project budgets/forecasts in FBDI, it doesn't retain the existing budget/forecast line and only creates new lines in the new budget version.

For example. A project has five tasks (Task1, task2, task3, task4 and task 5)

When creating budgets/forecasts for the first time, we have budgeted 10 dollars against task1 and 20 dollars against task2 (i.e total project budget/forecast is 30 dollars.

Again when we attempted to revise our project budgets/forecasts in the FBDI template ( the fbdi template has 3 budget lines ( i.e task3- 30, task4 -40, task5 -50), I can see the new budget version is getting created only for task3, task4 and task 5 ( the new project budget is 120). I would want the old budgets to be retained as well and get added to the new lines, meaning we need the new total project budget to be 150 showing budget lines for all the tasks including (task1 and task2)

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!