Dear community,
Following recent upgrades, I’ve noticed that the option to allocate a demand’s budget by year is no longer available on the Demand record. This functionality still exists once the demand is converted into a project (in the project workspace), but in our use case, we need to allocate the budget per year at the demand stage.
The Cost Plans tab doesn’t meet our needs, as we are simply looking to allocate the capital budget by year—representing the planned annual execution—at the time the demand is approved and before it's converted into a project.
What came to my attention is that we still have in the Demand record, under the financials tab, a field called Capital Budget (Out of the box field). But don't know how this field is used from the Demand record.
Has anyone encountered a similar need or found a solution for enabling this type of annual budget allocation directly on the Demand record?
Thanks in advance for any insights!
