Financial Management: Customization Options
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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.
Release | Features Added/Feature Enhancements | What does this mean? |
---|---|---|
Enhanced Budgets, including Budget Planning & Financial Reporting templates | Additional customization options in the Excel Budget Planning available, including the ability to plan budgets for multiple periods, edit cells outside of the upload range, and autofill cells. | |
Fornax (v1.27) | Fund Management release | Additional objects to allow for more robust Fund Management. |
Electra (v1.26.1) | UI/UX enhancements for the Disbursements Table | Updates to the fields sets and table formatting for the Disbursements Table. |
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 theyāre 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 LWC is only available for Jarvis (v1.32) or higher.
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:
Go to Object Manager ā ampi__Budget__c.
Navigate to āLightning Record Pagesā.
Click on the Budget_Record_Page and click āViewā.
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:
Go to Budget record page ā Lightning App builder.
Navigate to Setup tab
Click on the budgeting_Cycle component.
Navigate to the design attributes displayed on the right.
Two design attributes will be displayed. Check/Uncheck these settings based on the table below:
Field Label | Related UI Element | UI if True | UI if False |
---|---|---|---|
Hide Budget Planning Period(s) Selection? | Controls the display of the | Budget Planning Period and Budget Planning Period(s) input boxes are hidden. | Budget Planning Period and Budget Planning Period(s) input boxes are visible. |
Hide Budget Reporting Period(s) Selection? | Controls the display of the Budget Reporting Interval and Budget Reporting Period(s) input boxes. | Budget Reporting Interval and Budget Reporting Period(s) input boxes are hidden. | Budget Reporting Interval and Budget Reporting Period(s) input boxes are visible. |
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.
The Chatter Post Custom Setting is only available for Jarvis (v1.32) or higher. If you're using a version of the system that's lower than 1.32, it's not possible to disable the Chatter Post feature.
Go to Setup ā Custom Settings.
Navigate to āAmp Impact Setupā custom setting.
Click on āManageā.
Click on āEditā.
Mark the checkbox āChatter Enabled For Budget U/D?ā 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.
It is recommended to include no more than 25 column fields in the Budget Excel Download for users to be able to view the information in a user-friendly manner.
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:
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 āValuesā section and click on āNewā
Add the picklist value in the input box that appears and Save.
Custom Permissions Nashira v1.38 onwards
This functionality is available from Nashira v1.38 release onwards.
Label | API Name | Description |
---|---|---|
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. |
Disbursements
Custom Settings Visualforce Page
To enable or disable any of the features for the āManage Disbursementsā Visualforce Page:
Go to Setup ā Custom Settings.
Navigate to āManage Disbursementsā.
Click on āManageā.
Click on āEditā.
A list of settings would be displayed. Check/Uncheck these settings based on the table below:
Field Label | Related UI Element | UI if True | UI if False |
---|---|---|---|
Project Summary on Manage Disbursements?* *This is found in the āAmp Impact Setupā custom setting. | Controls the display of the Project Summary on the ManageDisbursements page. | Project Summary section displays on ManageDisbursements page, according to the PROJECT_SUMMARY field set on ampi__Project__c. |
|
Hide Add New | Controls the display of | Add New Disbursement | Add New Disbursement |
Hide Delete Icon | Controls the display of | Delete Icon is hidden. | Delete Icon is visible. |
Hide Edit Icon | Controls the display of | Edit Icon is hidden. | Edit Icon is visible. |
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 SectionĀ
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 āAdd New Disbursementā & āEdit Disbursementā Pop-ups
Object: Disbursement__c
Field set name: ADD_EDIT_POPUP
ADD_EDIT_POPUP (Reporting_Period__c): Reporting Period Fields Displayed on āAdd New Disbursementā & āEdit Disbursementā Pop-ups
Object: Reporting_Period__c
Field set name: ADD_EDIT_POPUP
Ā