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How to rollup the budget prepared "Month-wise" and "YearTotal" for some scenarios

edited Mar 10, 2026 8:01AM in Planning 9 comments

Summary:

I have scenario at a client where budget is being prepared on both YearTotal and month level in some scenarios. How can I cater this through the standard period hierarchy to place the number for YearTotal scenario as for these scenarios the monthwise number is not available. We cannot spread the YearTotal number equally on the periods or place it in a single period to be rolled up on YearTotal. What the best possible way to cater this requirement?

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