A Budget Account often has a limited set of Objects that are added to it. For example, an Account for "Producers" might be relevant for people but not equipment. But when adding new Budget Details to those accounts, it would still list all possible Objects in the dialog.
Now you can limit the default suggestions, by going into Global Budget Settings and clicking on the "Objects" icon on each Account. Add the Objects or Classes that should be listed when adding Budget lines to that account.
There are two ways to add default Objects:
You can choose to add "Default Objects" and "Default Object Classes":
- If you only add the Object Class to "Default Objects" then you'll only be able to add the Class itself to the Account. Not its members.
- If you only add the Object Class to "Default Object Classes" then you'll only be able to add the Class' members to the Account. Not the Class itself.
- If you add the Object Class to both "Default Objects" and "Default Object Classes" then you'll be able to add the Class itself and all its members to the Account.
When an Account has a limited set of Default Objects, you can still change the filter and select a different Object. You'll then be asked if you want to add the Object to the Default Objects for the Account.
e.g. you choose Baselight... once added to the budget you can also add to Default Objects (Yes) or not (No).
In the Object Manager, exported CSV files now have a new column called "Budget Accounts" which contains a comma-separated list of accounts where the Object is part of the Default Objects.
The same column is supported on import, so you can edit the list of Accounts on each Object in the CSV file before importing.
Object Classes could already be added to:
- Default Objects, making the class itself selectable, or
- Default Object Classes, making the class members selectable
But when importing Object Classes from CSV in the Object Manager, the "Budget Accounts" column always added them to the "Default Object Classes" list. There was no way to get them added to "Default Objects".
Now this is supported, by splitting the "Budget Accounts" column into two separate columns:
- "Budget Accounts (Object)"
- "Budget Accounts (Object Class)"
So depending on which column you enter the account number into, it will pick either Default Objects or Default Object Classes.