Creating a Budget Variation

Occasionally you may need to modify the amounts for a Budget line item. This is a achieved with a Budget Variation.

To create a 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 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.

Linked Budget Line option

If checked, 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