Locate the form Settings in the upper right corner of a Capital Budget.
Financial Panel Settings
The following Settings are available for the financial panels in your capital request forms:
- Capital Costs
- Funding Sources
- Operational Costs
- Operating Revenue
- Cost Savings
These panels have the same settings available, and setting them uniquely allows you to have separate columns display in each type of financial panel.
The top of each financial panel's Settings has an Account Restriction toggle. Use this to limit the accounts collaborators see when they search an Account ID field to only those accounts for their department, based on their team assignment.
There is also a preview of what that financial panel will look like in the Request Forms. Below the Preview are toggles to enable or disable specific columns from your capital Request Forms, which determines the financial data you collect from Contributors.
- Actuals - Choose to display Historical Actuals, and/or Current Year Estimated Actuals.
- Budgeted - Choose to include the Historical and Future columns in your Financial Panels.
- Total - Enables the Total column to view the total for the entire request.
When you hide a column, any existing data remains saved in the system but will not be displayed in tables, calculations, dashboards, charts, or reports.
- Note: The selected columns will determine what is sent over to the Digital Budget Book and CIP Document. You can restore these columns at any time by enabling them again.
Be sure to select Save Changes to keep your changes.
Note: You can click on the image to zoom in.
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