Skip to main content
Planview Customer Success Center

Pop-up menus not available in budget dialog, e.g. it does not allow copy tasks from project (CP 2012)

When fiscal periods are selected on the budget dialog, you use the Budget Forecast View. If fiscal periods are not selected, you use the regular budget dialog. 

In both cases (Budget Forecast View and budget dialog), the "populate from" action is available. However it is only available in one place or the other (i.e. if you are using the Budget Forecast View, all the population has to be done there and not in the regular budget dialog).