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Planview Customer Success Center

Budget Page is missing section (2014 SP2)

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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.