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Planview Customer Success Center

Cannot edit budget items (2014)

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QUESTION

We have upgraded from Changepoint V2012 to V2014 and when editing budgets, I cannot edit the budget items (like services) and there is also no option to populate from task assignments or from the engagment. Has this been changed in V2014?

 

ANSWER

Yes there is a change to V2012. In V2012, each item could be revised manually (when you edit it) or a new revision was created when you call 'populate from...' in a frozen revision.

In V2014 a frozen budget needs to be revised manually. For this, there is a new option 'Revise' in the menu bar of the budget. Selecting this option creates a new revision and then all items in the budget become editable. It is no longer necessary to revise all items one by one.