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Related pages:
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🚀 Release Information
New features and feature enhancements are added with every new release. Below is a high-level overview of important features/feature enhancements for Financial Management by release.
For more detailed release notes, review the Release Notes page or contact your System Administrator.
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Organizations on earlier releases of Amp Impact might be using Visualforce pages. Read this Salesforce article to understand why you may want to leverage Lightning Web Components over Visualforce pages.
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Budgets & Financials
Here is a functional overview of how organizations use Budgets & Financials. Below are the customization options for Budgets.
Lightning Page Customization
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Budget Cycle Component
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The Budget Cycle Component LWC is only available for Jarvis (v1.32) or higher. |
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Go to Object Manager → ampi__Budget__c.
Navigate to “Lightning Record Pages”.
Click on the Budget_Record_Page and click “View”.
Activate the Page.
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Budget Cycle Component Design Attributes
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To customize the interface by removing or adding any of the input fields for the Budgeting Cycle Component:
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Go to Object Manager
Search for and click on the Budget Object (ampi__Budget__c)
Locate the ampi__xx_Budget_Reporting_Interval__c or the ampi__xx_Budget_Period__c field
Scroll down to the “Values” section and click on “New”
Add the picklist value in the input box that appears and Save.
Custom Permissions
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This functionality is available from Nashira v1.38 release onwards.
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Override Locked Budget | ampi__Override_Locked_Budget__c | This custom permission grants an exception to the "Budget Locked" functionality. Assigned users will have unrestricted access to manage budgets through the Budget Setup LWC, including uploading templates, even if the Budget Locked (ampi__Locked__c) field on the ampi__Budget__c object is set to TRUE. |
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Disbursements
Custom Settings
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