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Planview Customer Success Center

Budget Page is missing section (2014 SP2)

Project Worksheet (PW) and Resource Management Worksheet (RMW) referenced in this article are based on Silverlight technology and are no longer available as of Changepoint 2020

QUESTION:

Budget page does not have all the options available: only one button is showing "Calculate Actuals" but other options are missing including "Replace Past fiscal periods with actuals - run now" button.


ANSWER:

Fiscal Period needs to be selected and feature “Edit Opportunity and Resource Management Worksheet Information in Past Fiscal Periods” is required.