Update Budget Attribute
- Nida Nur Çelik (Unlicensed)
- Sílvia Loureiro
- Emre
1. Update Budget Attribute
1.1. Prerequisites
A user with administrator permissions, changes the Budget Attribute.
1.2. How to
To update Budget Attribute, navigate to the Budget Management panel and follow these steps:
1.2.1. Select the specific Budget to which you want to update attributes.
1.2.2. Click on the settings icon located on the left side of the Budget Management panel; this action will redirect you to the settings panel.
1.2.3. Within the settings panel, click on "Budget Attribute" from the left-hand side menu, which will open the Budget Attribute panel.
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1.2.4. In the Budget Attribute panel, click the boxes on the left side of fields to specify which fields appear on the create screen. Click “Mandotary” to set the mandatory to fill this field.
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1.3. Purpose
The selectable fields on the create screen dynamically adjust based on the user's initial selections. Specifically, users can choose which Category, Group, Company, and Jira Issue fields will be displayed. For instance, if the Category and Company fields are selected but the Group field is not selected, the Group field will not be shown on the create screen.
In case:
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By following these steps, you can easily access and configure Budget Attributes for the desired Budget in the Budget Management panel.
1.4. Constraints
When it comes to granting permissions for a Budget in the Budget Management panel, consider the following constraints:
1.3.1. Ensure that you have the necessary administrative privileges; lacking these permissions will hinder your ability to grant access.
1.5. Issues that may arise
While attempting to configure permissions for a Budget, be aware of potential issues that might arise:
1.4.1. If you encounter difficulties in accessing the Budget Management panel or making changes, ensure that your user account has the appropriate privileges within the Budget Management system.