To set up a linked budget (complex commitments) there is a number of things that need to be configured. Note if you have more than one budget eg upstream, downstream etc that both require linked budget lines you will need to do these steps for all budgets.
Step 1 - Budget Form
1. Go into Configure > Document Types
2. Click on the budget you want to configure. In this case we are choosing BGT: Construction Budget.
3. The configuration for the budget will appear in the window to the right.
4. Click on Configure Default Columns.
5. If the Linked To is in the left column Click Remove.
6. Click Yes, Update.
7. Change the Author to include RIB and only those roles, users, companies etc that you want to be able to author the budget.
8. Click Update at the bottom right-hand side of screen.
9. Scroll down to just under Edit USR and Click on Budget Settings.
10. Place a tick in “Allow multiple contracts per budget line” and “Is a Linked Budget?” (you can also update any other fields as required).
11. Click Save at the bottom right-hand corner of screen.
Step 2 - Commit Form
1. Create a new budget form called COMMIT.
2. Staying in the Configure > Document Types page.
3. Click on New in the centre pane bottom right.
4. Scroll down on the right-hand side pane to "Create New Document Type".
5. Enter COMMIT into the Document Code.
6. Click on the down arrow next to Correspondence and Choose Budgets for your Document Type.
7. Click on the 3 dots and select Contract Admin folder for "Filed:".
8. Click Create New Document Type.
9. When the form has been created it will appear in the right-hand pane.
10. Edit the author RIB only.
11. Untick Allow creation through new button.
12. Click Update at the bottom right-hand side of screen.
13. Scroll down to just under Edit USR and Click on Budget Settings.
4014. Place a tick in “Allow multiple contracts per budget line” and “Is a Linked Budget?” (you can also update any other fields as required).
11. Click Save at the bottom right-hand corner of screen.
Step 3 - Contract Form
1. Go to Configure > Document Types > CTR: Contract.
2. Click on CTR: form.
3. The configuration for the CTR: form will appear in the window to the right.
4. Click on Configure Default Columns.
5. If the Linked To is in the left column Click Remove.
6. Click Yes, Update.
7. Scroll down through the configuration on the right-hand side to under the Edit USR.
8. Tick “Show Linked Budget Line Column”
9. Select COMMIT in drop down next to “Automatically link to a new budget line on budget of type”.
10. Click Update at the bottom right-hand side of screen.
Step 4 - Variation and Forecast Forms
1. Follow this step for the SCV, HCV, PSA and FOR forms located:
2. The configuration for the form will appear in the window to the right.
3. Click on Configure Default Columns.
4. If the Linked To is in the left column Click Remove.
5. Click Yes, Update.
6. Scroll down through the configuration on the right-hand side to under the Edit USR.
7. Tick “Show Linked Budget Line Column”.
(Screenshot of SCV, HCV and PSA)
(Screenshot of FOR)
8. Click Update at the bottom right-hand side of screen.
Step 5 - Configure Default Columns - Remove "Linked To"
Go to the following forms in Configure > Document Types:
- BVR: Budget Variation
- CLM: Claim
- PSACLM: Provisional Sum Adjustment Claim
Individually configure the following:
1. When the configuration for the form appears in the window on the right, click on Configure Default Columns.
2. If the Linked To is in the left column Click Remove.