Question:
How does a Commitment or a Commitment Change Order (CCO) update the budget?
Answer:
When appropriate, the Commitment and CCO will create Budget Revision (and/or) Forecast documents to update the project budget. Here‘s how this works:
Every project has a Commitment Budgeting mode. This can be reviewed or changed on the Project tab of the Project Setup document. When a project is created, the Project Commitment Budgeting mode will be initialized to the value from the ProjectConfig | CommitmentBudgeting rule set through the Rules Maintenance tool.
Whenever a Commitment or CCO document is created, the current Commitment Budgeting Mode is checked and used to help decide the budget update targets for the new document. When the mode is:
- None, the budget targets default to none (Commitment Budgeting mode is turned off, which means that by default there will be no targets on the Post To fields on the Commitments and CCOs if created outside a Change Order).
- Initial, targets set in the BudgetConfig | InitialTargets rule for the Commitment or CCO Doc types appear by default in the Post To fields on the document.
- Update, the targets set in the BudgetConfig | UpdateTargets rule for Commitment or CCO Doc types appear by default in the Post To fields on the document.
Keep in mind that
- Commitment Budgeting mode is only checked when the document is created.
- When the Commitment or CCO is created directly from a Change Order, the Change Order‘s budget targets override Commitment Budgeting mode.
- The budget targets for any given document can be changed using the Post To fields on a document (if configured to show them).
Later, when the Commitment or CCO document status is changed to Committed, the BudgetConfig | AutomaticBudgetRevision rule is checked. When enabled, and the document has budget targets, a budget revision and/or forecast document will be created and attached as appropriate. These new revision documents will also be posted based upon the BudgetConfig | PostAutomaticRevisions rule. For example, your site may choose to create the revisions automatically, but leave them unposted so that offsetting entries can be added to move funds from elsewhere in the budget (contingency funds, perhaps).
Additional Comments:
Troubleshooting:
- What is the value of the Budget Targets (xsfDocHeader.UpdateMask) for the document?
- Was the Commitment/CCO created from a Change Order?
- What is the value of BudgetConfig | AutomaticBudgetRevisions for the corresponding Doc type?
- Are there Cost Code and Account Categories with non-zero net costs? (If the lines, when aggregated by cost code and account are NET ZERO, no budget revision will be created).
KBA-01397; Last updated: December 29, 2017 at 9:57 am;
Keywords: Budget updates; budget revisions