If you choose to sync your Capital Project Tracker with an existing Capital Budget, the budget data in the Financials table will be read-only for projects synced with Capital Budgeting requests. This information can be edited in the request itself within Capital Budgeting.
For Account IDs to display in the Account ID column of the Financials tab, you will need to add the Account ID to the Project Account ID field in the Capital Costs and Funding Sources panels of the Capital Request Form in Capital Budgeting rather than to the Account ID field for the individual categories.
The historical, prior year, and budgeted columns are read-only and meant to provide additional context to your projects’ financials.
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