How to make Planning in annual must be same with the overall (IM35)

[Former Member]

Hi All,

How to make budget planning in annual must be same with the overall in investment management (IM35). In other words,

Let say i put planning in 2008 = 5000USD , so in the overall must be 5000USD.

Cheers,

Nies

[Former Member · Accepted solution]

Simple option would be to use the total up functionality Edit>Total Up - Annual Values and Total Values and then from menu Edit>Copy View select cumulative.

Regards

Sreenivas

[Former Member · Accepted solution]

Hi Sreenivas,

Is there any configuration to make a validation if the annual planning is not same with the overall ? In other words, overall value must be same with annual value.

Cheers,

Nies

[Former Member · Accepted solution]

If you do both overall and annual budgeting on IM positions, system would automatically validate to see that overall values are always greater or equal to annual values but never less.

Ex: If you've IM position A with annual values ex.,

2008- £10

2009- £20

Overall values at this position should be >=£30m, else system would issue a error.

This is validation is carried at all hierarchy level on the IM positions.

Regards

Sreenivas