Update Reporting Tables
You need to turn on the Update feature for populating the reporting tables for Costpoint Budgeting and Planning.
With this feature turned on:
- When you commit a budget, the tables populate with updated Budget data only.
- When you run a refresh process, the tables populate with Actuals and Budget data that has not been updated.
- Related Topics:
- Enable Update of Reporting Tables
To populate the reporting tables in Planning, configure the Update CER Reporting Tables option in the Planning configuration settings. - Refresh Process
The Data Refresh process downloads the current data from Costpoint and loads it into Budgeting and Planning.