Upgrading Program Financial Summaries, Snapshots, and Approved Budget

The following sections describe the results of the upgrade in regard to the conversion of version 9.3x financial summaries, snapshots, and approved budget into version 9.50 financial summaries, snapshots, and approved budget for programs.

The financial summary of a program is available when the Enable Financial Management for this program checkbox is selected in the Program Settings page for the program.

Program Financial Summaries

The upgrade process consolidates the two financial summaries that are associated with a program (the roll-up financial summary and the editable financial summary). Both financial summaries are consolidated into a single financial summary where roll-up data is not editable and editable data remains editable.

The upgrade process also converts data stored in the local currency in the program financial summary to the base currency. Program financial summaries in version 9.50 are displayed and saved in the base currency only.

Program Financial Summary Snapshots and Approved Budget

The upgrade process converts data stored in the local currency in the program financial summary snapshot and approved budget to the base currency. Program financial summary snapshots and approved budget are displayed and saved in the base currency only.