We have 4 budgets each year. Original, F1, F2 and F3.
For example, in April we create a F1 budget to enter actual results for Jan - Mar, and then adjust April - December for current forecasting.
The problem is we have to open all the closed Financial Periods to get the revised budget amounts to import. Is there a work-around?
Hello,
I think you are referring to Financial Budgets, not Project Budgets.
Please try adding the person who enters or imports F1, F2, F3 budgets to the Financial Supervisor Role.
Financial Supervisor role will allow the employee to edit and add budgets for closed periods.
Laura
Hi,
Yes, I was referring to Financial Budgets.
That works but this person also posts timecards, revenue and other items that my inadvertently get posted to closed periods. However, giving and removing this role is certainly easier and less risky than opening and closing periods.
Thanks for the help.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.