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Status Needs more information
Workspace Apptio
Categories Apptio Planning
Created by Guest
Created on Mar 31, 2026

RELATED IDEAS

Allow Admin Users to change the system-generated Line Item Codes in Planning Actuals so they can align them to Budget lines

Our Finance team is currently tagging actuals against budget lines in a different project before using the ADM to ingest the data into Planning.  However, when new fields or schemas are introduced, it generates multiple system-generated line item codes for the same budget line due to the added granularity from the new field.  Having multiple line item codes creates a "various" result for the affected rows depending on how it's grouped.  

If the Financial Analysts (who have edit rights in our environment) could override that code with the appropriate budget line code, it would resolve the current issue.  It would also align all POs for the tagged budget line on the same row in the grouped summary view . We may be able to add a new schema for them to override the code and use it to group the lines but it would be nice for Admin users to have the ability to change the code rather than finding a work-around. 

Idea priority Urgent

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