Connect Documents to Budget Template

Explanation

This activity is used to connect and view documents connected to the budget template. As a result it will be possible to link unstructured data like office documents to a template. Also the user can 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 template. 

Window

Budget Template

Related Window Descriptions

Budget Template

Procedure

1. Open Budget Template window.
2. Query or populate the window to select the budget template ID.
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.