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Financial Summary - Add additional attributes that will follow other variable behaviors when Budget Equals Planned values is checked

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  • 1.  Financial Summary - Add additional attributes that will follow other variable behaviors when Budget Equals Planned values is checked

    Posted Jun 15, 2015 09:19 AM

    Hi,

     

    We are running 14.2.

     

    I would like to add to the Financial Summary following Attributes:

    -Planned Sales at Matury

    -Budgeted Sales at Maturity

    I did create both Attribute under project object

     

    Can someone tell me how I can have the "Budgeted Sales at Maturity" Refresh with the "Planned Sales at Maturity" when the "Budget equals Planned" Value is check.  I would also like the Budgeted  Sales at Maturity locked when the "Budget Equal Planned" box  is checked.

     

    What would be the best practice here, should I create a new process for this or should I modify the out-of-the box process to take into consideration this additionnal variable.

     

    I would have an additional very basic question: Is there a way to find all process that do affect a specific attribute?...as example if I would like to find all the process that affect the "Budgeted_NPV" variable...


    Thank you,



  • 2.  Re: Financial Summary - Add additional attributes that will follow other variable behaviors when Budget Equals Planned values is checked
    Best Answer

    Broadcom Employee
    Posted Jul 24, 2015 06:58 PM

    The idea of using a process workflow to update and lock attributes could potentially work.  It could initiate when an update occurs. The system-restricted attribute 'Budget equals Planned' value uses built-in code logic that is not available for configuration within the application.



  • 3.  Re: Financial Summary - Add additional attributes that will follow other variable behaviors when Budget Equals Planned values is checked

    Posted Jul 27, 2015 08:45 AM

    Thank you Kathryn, I will work in this way be creating a process to update the attribute.

     

    Regards,