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Click the “Close” button to return to the Budget record page and navigate to the “Financials” tab and refresh the page to view the newly updated or uploaded financial records. If you cannot see the new Financial records, try refreshing the page.

Check if a Budget is Approved/Locked

When a Budget is locked, users will be prevented from uploading it. When users click on the “Upload Budget” button they will get the following message.

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When Budgets(s) are submitted and locked via the “Submit and Lock Wizard” users will see the same interface as mentioned message shown above. This Wizard is available from Mira Release (v1.37) onwards

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Downloaded success/error logs are stored as ContentVersion files on the Budget record's Files list and attached to a Chatter Post on the record detail page. They're updated with the last download date and owner's details, and previous versions are available.

Check if a Budget is Approved/Locked

If a Budget record is approved/locked whereby no further edits should be made, clicking the Upload button will display an error message to notify that the budget is locked from editing.

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Limitations

The enhanced budget and financial report templates allow for seamless management of budgets planned for and reported at different frequencies and are compatible with multiple budgets within a single project. It is important to note, however, that this feature has limitations in accommodating multiple budgets planned for different periods but reported at the same period, as of Jarvis(1.32). In such scenarios, the full benefits of the feature may not be realized.

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