Financial Management: Customization Options

This page covers:

Related pages:

• 🔎 Financial Management

• Financial Management: Key Relationships

🚀 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.

Financial Management Components

The Financial Management functional area comes with two customization options that organizations can choose from: Lightning Web Component or Visualforce Page.

• Visualforce: is a page-centric web application model. A markup language like HTML is used for designing the layout of pages.

• Lightning Web Component (LWC): a new app-centric model that provides business and datalogics to develop dynamic web applications meant for desktop and mobile devices. Because they’re built on code that runs natively in browsers, LWC are lightweight and deliver exceptional performance.

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.

Budgets & Financials

Here is a functional overview of how organizations use Budgets & Financials. Below are the customization options for Budgets.

Budget Cycle Component LIGHTNING WEB COMPONENT

The Budget Cycle Component streamlines longer-term budgeting by providing an interface to plan budgets and report on financials for multiple periods at once.

To enable the Budgeting Cycle component:

1. Go to Object Manager → ampi__Budget__c.

2. Navigate to “Lightning Record Pages”.

3. Click on the Budget_Record_Page and click “View”.

4. Activate the Page.

Budget Cycle Component Design Attributes LIGHTNING WEB COMPONENT

To customize the interface by removing or adding any of the input fields for the Budgeting Cycle Component:

1. Go to Budget record page → Lightning App builder.

2. Navigate to Setup tab

3. Click on the budgeting_Cycle component.

4. Navigate to the design attributes displayed on the right.

5. Two design attributes will be displayed. Check/Uncheck these settings based on the table below:

Custom Settings

Allow Chatter Posting of Downloaded Budgets & Financial Reports

All downloaded files are stored as ContentVersion files on the Reporting Period or the Budget record's Files list depending on where the download occured. They're updated with the last download date and owner's details, and previous versions are available. This file can also be attached to a Chatter Post on the record detail page by activating the custom setting as shown below.

1. Go to Setup → Custom Settings.

2. Navigate to “Amp Impact Setup” custom setting.

3. Click on “Manage”.

4. Click on “Edit”.

5. Mark the checkbox “Chatter Enabled For Budget U/D?” as TRUE if you want a chatter post with the attached file of every time a budget, financial report or success/error logs are downloaded

Field Set Customization

BUDGET_EXCEL_COLUMNS - Fields Displayed in Downloaded Excel File from Budget__c Record

• Object: Financial__c

• Field set name: BUDGET_EXCEL_COLUMNS

• Partially supported field types: Auto-number, Formula, Date, Date/Time

  • Values in the Auto-number field can be downloaded in an Excel file but will throw an error when uploading the Excel.

  • When the financial Excel file containing a formula field is uploaded to the Budget record, the file uploads successfully without throwing any error messages in the error log. However, any values added to or updated in the formula field do not reflect in Amp Impact.

• Unsupported field types: Lookup or master-detail fields on the parent object

  • For example, ampi__Activity__r.ampi__Contact__c cannot be downloaded in the financial Excel file but ampi__Activity__c.ampi__Type__c can be downloaded.

REPORT_EXCEL_COLUMNS - Fields Displayed in Downloaded Excel File from Reporting_Period__c Record

• Object: Financial__c

• Field set name: REPORT_EXCEL_COLUMNS

• Partially supported field types: Auto-number, Formula, Date, Date/Time

  • Values in the Auto-number field can be downloaded in an Excel file but will throw an error when uploading the Excel.

  • When the financial Excel file containing a formula field is uploaded to the Reporting Period record, the file uploads successfully without throwing any error messages in the error log. However, any values added to or updated in the formula field do not reflect in Amp Impact.

• Unsupported field types: Lookup or master-detail fields on the parent object

  • For example, ampi__Activity__r.ampi__Contact__c cannot be downloaded in the financial Excel file but ampi__Activity__c.ampi__Type__c can be downloaded.

BUDGET_ATTRIBUTE_COLUMNS - Fields displayed in first set of columns in the downloaded budget file from Budget__c record and the financial report file from the Reporting_Period__c record

• Object: Financial__c

• Field set name: BUDGET_ATTRIBUTE_COLUMNS

• Partially supported field types: Auto-number, Formula, Date, Date/Time

  • Values in the Auto-number field can be downloaded in an Excel file but will throw an error when uploading the Excel.

  • When the financial Excel file containing a formula field is uploaded to the Budget record, the file uploads successfully without throwing any error messages in the error log. However, any values added to or updated in the formula field do not reflect in Amp Impact.

BUDGETPLANNING_PERIODIC_COLUMNS - Fields displayed in set of columns associated with the Budget Planning Periods in the downloaded budget file from Budget__c record

• Object: Financial__c

• Field set name: BUDGETPLANNING_PERIODIC_COLUMNS

• Partially supported field types: Auto-number, Formula, Date, Date/Time

  • Values in the Auto-number field can be downloaded in an Excel file but will throw an error when uploading the Excel.

  • When the financial Excel file containing a formula field is uploaded to the Budget record, the file uploads successfully without throwing any error messages in the error log. However, any values added to or updated in the formula field do not reflect in Amp Impact.

BUDGETREPORTING_PERIODIC_COLUMNS - Fields displayed in set of columns associated with reporting actuals in the downloaded financials report from Reporting_Period__c record

• Object: Financial__c

• Field set name: BUDGETREPORTING_PERIODIC_COLUMNS

• Partially supported field types: Auto-number, Formula, Date, Date/Time

  • Values in the Auto-number field can be downloaded in an Excel file but will throw an error when uploading the Excel.

  • When the financial Excel file containing a formula field is uploaded to the Budget record, the file uploads successfully without throwing any error messages in the error log. However, any values added to or updated in the formula field do not reflect in Amp Impact.

Custom Validation

Custom validation rules can be configured for the Budget and Financials object to prevent the upload of any unwanted financial line items in the reporting template.

Picklist Customization

This step caters to organizations that require custom reporting frequencies beyond the default options available in Amp Impact. The ampi__xx_Budget_Reporting_Interval__c and the ampi__xx_Budget_Period__c fields come with following picklist options by default: Monthly, Quarterly, Biannual, Annual and Life of Project.

Follow the steps below to update the picklist value set to include a custom reporting frequency in this list:

1. Go to Object Manager

2. Search for and click on the Budget Object (ampi__Budget__c)

3. Locate the ampi__xx_Budget_Reporting_Interval__c or the ampi__xx_Budget_Period__c field

4. Scroll down to the “Values” section and click on “New”

5. Add the picklist value in the input box that appears and Save.

   

Disbursements

Custom Settings VISUALFORCE PAGE

To enable or disable any of the features for the “Manage Disbursements” Visualforce Page:

1. Go to Setup → Custom Settings.

2. Navigate to “Manage Disbursements”.

   

3. Click on “Manage”.

4. Click on “Edit”.

5. A list of settings would be displayed. Check/Uncheck these settings based on the table below:

Field Set Customization VISUALFORCE PAGE

Below are the field sets that can be modified to customize the UI for Disbursement Management.

PROJECT_SUMMARY: Fields Displayed in the Project Summary Section 

• Object: Project__c

• Field set name: PROJECT_SUMMARY

  

DISBURSEMENT_TABLE: Fields Displayed as Columns in the Disbursements Table

• Object: Disbursement__c

• Field set name: DISBURSEMENT_TABLE

  

ADD_EDIT_POPUP (Disbursement__c): Fields Displayed on “Add New Disbursement” & “Edit Disbursement” Pop-ups

• Object: Disbursement__c

• Field set name: ADD_EDIT_POPUP

ADD_EDIT_POPUP (Reporting_Period__c): Reporting Period Fields Displayed on “Add New Disbursement” & “Edit Disbursement” Pop-ups

• Object: Reporting_Period__c

• Field set name: ADD_EDIT_POPUP