Hi Team,
Requirement is to transfer Budget Allowance from one Sub-Project to another Sub-Project within the same Project.
I tried to use EAC Workbench functionality for Budget Transfer but currently not getting any option to add a line under Transferred To in Budget Transfer dialog box.
Please find the attached screenshot for reference.
Just wanted to know am I missing any Prerequisite setup or is this a permission issue?
Thank you in advance.
Best Regards,
Rakesh
Best answer by Tharindu Illangasinghe
Hi
Check whether your EAC Workbench Status is “In Progress” and Forecast Status is “Preliminary”.
Then the option to add lines in the transfer should be visible to you.
+15Hi
Check whether your EAC Workbench Status is “In Progress” and Forecast Status is “Preliminary”.
Then the option to add lines in the transfer should be visible to you.
Thank you so much for the response.
Just a query what is the workaround if Project Forecast is approved and still we need to perform Budget Transfer??
+15Hi
You are welcome…
I don’t see a straight workaround for that, apart from demoting the Forecast back to “Preliminary” state.
However, this may not be much practical as business will have to roll-back the number of steps done in the application, already.
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