Connect Documents

Explanation

This activity is used to connect and view documents linked to the budget process. This way it's possible to connect unstructured data like office documents to a budget process. It can also be used to store/communicate budget assumptions, business drivers such as units, standard rates or other key planning assumptions.

Prerequisites

N/A

System Effects

As a result of this activity documents will be attached to the budget process. 

Window

Budget Processes

Related Window Descriptions

Budget Processes

Procedure

1. Open Budget Processes window.
2. Select the budget process.
3. Click the Connected Objects (paper clip icon)
4. Click New.
5. Select document class from List of Values.
6. Select document number from List of Values.
7. Select document sheet from List of Values.
8. Select document revision from List of Values.
9. If required, select association category from List of Values.
10. Save.