Budget / Sub Module Links

A sub module link is a link to another budget within the budget entry screen. For example, a forecast or a labour budget.

Configuration

1. Dataset fields:

   • Navigate to 'administration - system - control centre - reporting platform - {dataset name} - fields'.

   • Create a new field.

     Make sure the name is relevant. For example, 'Assets Link'.

   • Ensure the field construction has the correct syntax. The {@CurrentSelectedDrillPath} variable is usually required. For example,

     • For a group of accounts:

       case when LINKS.SEGMENT1 between '700' and '800' then '{@CurrentSelectedDrillPath}' else '' end

       or;

     • For an individual account number:

       case when LINKS.SEGMENT1 = '740' then '{@CurrentSelectedDrillPath}' else '' end

     NOTE: LINKS.SEGMENT1 is dependant on your structure and how accounts are created.

   • These fields can be hidden to eliminate any confusion when adding fields in the databrowser.

   • Click Save.

2. Budget fields:

   • Navigate to administration - system - control centre - reporting platform - {dataset} - budget information - budget names - {budget name} - budget fields.
   • Create a new field.
   • Select the name of the field created in the above steps.
   • In the 'sub module link' column, choose which budget you want to link to.
   • In the 'sub module link field' column, choose which budget field the link will display.
   • These fields can be hidden to eliminate any confusion in data entry.
   • Click Save.