Controlling how data is displayed in the Budget Grid
38 articles
Highlighting Columns in Activities Grid
Managing Usage of Forecast Status Tags
Managing Entry of Data
Deleting Columns and Fields
Managing Formulas for Calculations
Managing Lists
Editing Columns and Fields
Creating Columns and Fields
Entering and Displaying Data
Importing Exchange Rate Overrides
Adjusting Views for Users
Setting Exchange Rate Overrides
Unlocking Plan Columns
Custom Settings for Specific Sub-folder
Column Locating Mapping
How to Edit a Dependency
Editing Calculated Columns
Adding/Removing Columns in Custom Settings
Editing a Scheduled Import
Renaming Button Labels Preferences
Tailoring Metrics from Performance Insights Cards
Deleting Metrics
Deleting Targets
Adding Notes to the Hierarchy
Customizing the Workflow Form (Selecting Attributes for Quick Entry)
Deleting Dependencies
Creating Dependencies
Adding Help Text
Differentiating between Master Settings and Custom Settings
Adding/Removing Columns from the Activity Plan
Locking Plan Columns
Adding/Removing Items from the Details Panel
Making Data Entry Required
How to Create and Edit Views
Defining the Budget Currency & Default Exchange Rate
Selecting the Currency for Purchase Order / Actuals Imports
Multi Currency Within an Activity Plan
Updating Drop-Down Lists