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Currently when allocating a project budget plan to periods you have a choice of annual, quarterly and by period -This allocated in equal instalments any budget entries.
After allocation the user has to re-allocate balances to the correct period if budget values are not evenly distributed - This can be complex and time consuming if the allocation method is complex....
Creation of a data entity to extract and reload balances by period would greatly help this process.... If the design could also incorporate the ability to access a project direct from the data entity it would aid businesses with project budget maintenance.
After allocation the user has to re-allocate balances to the correct period if budget values are not evenly distributed - This can be complex and time consuming if the allocation method is complex....
Creation of a data entity to extract and reload balances by period would greatly help this process.... If the design could also incorporate the ability to access a project direct from the data entity it would aid businesses with project budget maintenance.
STATUS DETAILS
Needs Votes
Comments
Frequently come across this issue, where on budget revision a customer doesn't want to increase the budget but amend the allocation against the periods.
A method of being able to update the allocation without having to make a change to the budget amount would be a really useful feature.
Category: Project Accounting