KBA-01357: Disabling Automatic Budget Revisions for Project Change Orders

Question:

Can I disable automatic budget revisions created for project Change Orders?

Answer:

Of course!

1. Open the Rules Maintenance Tool on the System Admin Dashboard.
2. Expand the Budget Config rule group.
3. Add the UpdateTarget rule by selecting it from the drop-down, then clicking the Add New icon.
4. Select Change Order as the Filter Value.
5. Enter 0 as the Result Value.
6. Accept that row.
7. Add the AllowNoTargets rule by selecting it from the drop-down, then clicking the Add New icon.
8. Select Change Order as the Filter Value.
9. Check the Result Value checkbox.
10. Accept that row.
11. Save.

Henceforth, Change Orders created after this configuration will (by default) no longer post any budget revisions.

Additional Comments:

If you want to enable control on the Change Order so that some can target budget revisions, add the Budget Targets item to the Doc Detail – CO part using the UI Configuration tool (on the System Admin Dashboard). See also KBA-01176 for additional information about the BudgetConfig rule group, including how to configure Change Orders to post revenue but not expenses.

KBA-01357; Last updated: October 20, 2016 at 12:13 pm;