Unable to make changes to Projected column amounts



Description of Issue

User cannot change the amounts in the Projected column in Central Budget Entry

Amounts in the Projected column are grayed out



Context
  • Central Budget Entry

  • Budget Settings



Cause

Sum detail projected to account level is checked in the site's Budget Settings program



Resolution

User can uncheck the setting in the Budget Settings program, refresh Central Budget Entry, and then be able to make changes to the Projected column amounts.

Enterprise ERP > Financials > Budget Processing > Budget Settings

  1. Update

  2. Uncheck Sum detail projected to account level

  3. Accept

  4. Refresh Central Budget Entry



Additional Information

When this setting is checked, Munis will sum the Projected field in all details tied to an account. That sum is what will show on the Summary screen in Central Budget Entry. If the account has no budget detail entries, the amount will show as 0.00.

Because this process is automated, users may not make manual changes to the Projected column on the Summary screen unless this setting is unchecked. Users will only be able to make changes by changing the amount entered on the Projected field in the Budget Details.