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Enable Recurring Costs on Roadmap and Budget

Updated over a week ago

Strategy overview builds the Roadmap and Budget parts automatically from the Assessment. Plan, and Technology modules. To ensure your Recurring Costs show up appropriately you must add and populate certain columns within these modules.

Recurring Costs will not show up on your Roadmap or Budget without a Quantity, Recurring Cost, and Effective Date.
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Recurring on Assessment

  1. Go to Settings - Templates - Open template

  2. Go to Assessment tab - Columns

  3. Enable toggle button "Recurring"
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    Now all recurring fields are active and system will show them in reports depends on mode checkboxes:
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Recurring on Flexible Items in the Technology Module:

  1. Open Settings - Flexible Items

  2. Go to Columns.

  3. For each Flexible Item type you want to configure:​

    1. Enable toggle button "Recurring"

    2. Make sure that all recurring fields are enabled.

Recurring on Plans

  1. Go to Settings - Plan Templates - Parts - Columns

    1. Note these changes will apply to the Template only and thus only apply to new plans. Existing plans will need to be edited manually.

  2. Enable toggle button "Recurring".

  3. Make sure all recurring fields are enabled.

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