Linked Budget Set Up (Complex Commitments)

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 > Form Types

2. Click on the budget you want to configure.  In this case we are choosing BGT: Budget.

3. The configuration for the budget will appear in the window to the right. 

4. Click on General Tab > Basic > 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. On the General Tab > Contract Admin, Click on the Budget Settings button.

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 > Form Types page. 

3. Click on New button on the bottom right of the blue pane.

4. Give your form a Code (this codes can not contain spaces).

5. Under Type select Budgets.

6. Give your Form a Title - in this case COMMIT

7. Select the Contract Admin folder for where you want this form filed. 

8. Click Save.

9. When the form has been created it will appear in the right-hand pane. 

10. Edit the author to RIB only.

11. Un-toggle the "Allow creation through new button".

12. Click Update at the bottom right-hand side of screen.

13. In the General Tab, Click on Contract Admin and then the Budget Settings Button.

14. Place a tick in “Allow multiple contracts per budget line” and “Is a Linked Budget?” (you can also update any other fields as required).

15. Click Save at the bottom right-hand corner of screen.

Step 3 - Contract Form

1. Go to Configure > Form 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. On the General Tab, Click on Contract Admin

8. Toggle on "Show Linked Budget Line Column”

9. Select COMMIT in drop down below “Automatically link to a new budget line on budget of type”.

10. Click update.

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 > Form 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.