Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

7. Repeat until all line items are added.

8. Click submit.

Create Variations and Link to Same Budget Lines

Create variations and also link them back to the same budget line items.  This needs to be configured by your Administrator.  Refer here for how to set up.

Image Removed

When set up, the variation will display an extra column to a variation which allows headings / rows to select a budget line item from a drop down.

Then when using the allocate to budget utility, it will default based on these selected lines.

  • Column only shows for CA Project Admins and / or users from the Authors company.
  • Variation Lines can only be linked to lines from one other budget.
  • You can link at either the heading row and / or the child row levels.
  • Linking at the heading row will include all child rows not linked to a row themselves.
  • Once variation is approved, it will pre-populate the allocate HCV by percentage utility

Image Removed


Info

Variations will show in the Proposed adjustments column until approved, whereby they will move to the approved adjustments column.

...