Occasionally you may need to modify the amounts for a Budget line item. This is a achieved with a Budget Variation.
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To
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Create a
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Budget Variation
1. Click on the budget line you want to add the variation to.
2. On the budget history click Budget Variation on the tool bar.
3. Give the variation a descriptive Title.
4. If there is an approval process select Pending Approval as the status.
5. Add a description to the line item.
6. Add an amount for the line item.
7. Repeat until all line items are added.
8. Click submit.
Create
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Variations and Link to Same Budget Lines
Create variations and also link them back to the same budget line items
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Linked Budget Line option
If checked. This needs to be configured by your Administrator. Refer here for how to set up.
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.
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- 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
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Variations will show in the Proposed adjustments column until approved, whereby they will move to the approved adjustments column. |