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Planview Customer Success Center

Unable to add a service item in the Project Budget without using "copy from project" (2012 SP1)

Symptoms

User is not able to add the services item directly in the project budget rather than using the Copy functionality.

Reason
This problem is caused by hiding the Billing Office field for the budget service entity.


Resolution
Make sure that the field "Billing Office" is set to visible for Budget Services. If visible, the field is populated automatically and the dialog functions as expected.