Add a Budget Transfers Field

Add custom budget transfer details fields to enable users to enter or view information which is important to your organization.

Note: On pages that support auto-save, configured field formulas will be automatically recalculated when a change is made that impacts the value of a configured field formula. However, there may be times where the recalculation is not updated in the user interface. When this occurs, refresh the page to see the recalculated value.

To add a budget transfer detail field:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Summary & Settings.
  3. On the Summary & Settings page, select Defaults & Options, and then select Budget Transfers.
  4. On the Defaults & Options: Budget Transfers page, select the Configured Fields tab.
  5. In the table, select Add.
    1. In the Column Label column, enter a name for the new field.
    2. In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
    3. In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
    4. In the Type column, select Manual if this field will hold data entered by a user or Formula if the data it holds will be calculated on the basis of a formula.
    5. (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
    6. If you selected Formula, configure the Formula section.
  6. Select Save.

Tips

This setting is used in the following apps:

Cost and Funds