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  • 1.  Update Reference Data after budget opening

    Posted 06/20/18 04:55 AM

    Hi all,

    here is the situation: We have uploaded  new reference data, then we uploaded a budget template and right after made it available to Cost Center owner to provide update using ITPL. We use internal Order ID for tracking the cost. The thing is that one of the CC owners needs a new line in his budget, i.e. new order. I have created a new Order Id, uploaded the reference data, but we can't find the Order ID in Expenses view of his budget. 

     

    It seems that reference data can't be changed after the budget is opened. I don't want to delete & and upload a new baseline as I don't want to loose updates from other CC owners.

     

    Q: What do you recommend to do in this kind of situation?








    #ApptioPlanning(ITP/ITFMF)


  • 2.  Re: Update Reference Data after budget opening

    Posted 06/20/18 04:56 AM

    Btw, I did publish new reference data


    #ApptioPlanning(ITP/ITFMF)


  • 3.  Re: Update Reference Data after budget opening
    Best Answer

    Posted 06/26/18 09:19 PM

    I can't find the threads right now but I want to say this is something being considered for a future release.  In the meantime though you should be able to finalize the current plan to lock it and then create a new plan using this one as the baseline.  That way you'll bring forward those updates into the new plan which will have your updated reference data.


    #ApptioPlanning(ITP/ITFMF)


  • 4.  Re: Update Reference Data after budget opening

    Posted 06/27/18 07:25 AM

    I have heard whispers in the wind that the ability to update Reference Data in Open Plans is being "worked" on by the Apptio Product & Engineering team ("PNE") and will be a reality in our lifetime.   We are all waiting anxiously for this feature to be released!


    #ApptioPlanning(ITP/ITFMF)