Hi, we are preparing to upgrade to PPM 8.0 (from 7.5) but we don't understand how "old" budgets are managed. In version 7.5, we have planned and actual costs in the Budget;we understand that these cost will be costs in the financial summary. The approved budget (section in financial summary) as it will be made?as a automatic planned cos's sum? Thanks a lot
Hi, freestanding Budgets are not migrated from PPM7.5 to PPM8. The manual (PPM8.00_Upgrade (from 7.5 to 8.0).pdf) describes a procedure to export and re-import them. When you re-import Budgets, they are related to a lifecycle entity (a Request, but I don't remember if it is a Proposal or not). You could link these Budgets to Proposals before the migration and you don't need to export/mport them.
I did not understand if you have a budget hierarchy (approved Budget is an automatic sum of other Budgets). If yes, you should analyze Budgets hierarchies in PPM8 (I did not investigate it).
It's very important that you perform the upgrade in TEST environment and that you have a backup for possible problems.
Andrea, thanks a lot. I have a specific question: if we upgrade to PPM 8.0, planned and actual costs in the Budget (in 7.5) will be costs in the financial summary..but how is approved budget (section of financial summary 8.0)managed? Thanks