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Enable / disable recurring budget
Enable / disable recurring budget
Updated over a week ago

Strategy overview build Budget part automatically for two entities: Assessment and Assets.

Recurring on Assessment

  1. Go to Settings - Templates - Open template

  2. Go to Assessment tab - Columns

  3. Enable toggle button "Recurring on"

    Now all recurring fields are active and system will show them in reports depends on mode checkboxes:

Recurring on Assets:

  1. Open Assets column settings

    1. Use "Column settings" button under "Assets" tab in a build mode OR

    2. Navigate to Settings - Configurations - "Template settings" tab - Template (click) - "Configuration columns" tab

  2. Make sure that all recurring fields are enabled for build mode (recurring fields are marked with two arrows sign)

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