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Financial Summary - Add additional attributes that will follow other variable behaviors when Budget Equals Planned values is checked

Question asked by EG27 on Jun 15, 2015
Latest reply on Jul 27, 2015 by EG27



We are running 14.2.


I would like to add to the Financial Summary following Attributes:

-Planned Sales at Matury

-Budgeted Sales at Maturity

I did create both Attribute under project object


Can someone tell me how I can have the "Budgeted Sales at Maturity" Refresh with the "Planned Sales at Maturity" when the "Budget equals Planned" Value is check.  I would also like the Budgeted  Sales at Maturity locked when the "Budget Equal Planned" box  is checked.


What would be the best practice here, should I create a new process for this or should I modify the out-of-the box process to take into consideration this additionnal variable.


I would have an additional very basic question: Is there a way to find all process that do affect a specific attribute? example if I would like to find all the process that affect the "Budgeted_NPV" variable...

Thank you,