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Create a Missing Budget Line Item

Objective

To add new line items to the budget that are associated with commitments (e.g. subcontracts and change orders) that contain SOV line items with a cost code/category combination that's currently not represented in the budget. 

Background

During the lifecycle of a project, new commitments or change orders may introduce line items that were not included in the original budget's SOV, often times by mistake. 

Things to Consider

  • Required User Permissions:
    • To create a missing budget line item, 'Standard' level permission or higher on the project's Budget tool. 
  • Additional Information:
    • You can create missing budget line items to a locked or unlocked budget.
    • Any missing budget line items from commitments will be included, regardless of the commitment's status. For example, even line items from a commitment that's in the "Draft" status. 
    • If your company has set up a Configurable View for your project's Budget tool (see Set Up a New Budget View), use the steps in Create a Missing Budget Line Item (CBF)
  • If your company has enabled the ERP Integrations tool:

Steps

  1. Navigate to the project's Budget tool. 
    This reveals the Budget page.
  2. Click Create Budget Line Items.
  3. Select the Cost Code and and Category for the missing budget line item (Note: You can assign a value to the Original Budget if the Budget is unlocked, or you can transfer money into this code via a change order or budget modification if the Budget is locked). 

    create-new-budget-lineitem2015-11-10_14-05-43.png
     
  4. Click +Add.
  5. The line item is now added to your budget. You can add a value to the "Direct Costs" field, as in the image below. The line item is now red, since the cost is greater than the projected budget. 

    newlineitem2015-11-10_14-17-33.png

 

Next Step

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Last modified
11:19, 13 Apr 2017

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