KBA-01736: Adding Allocations to CI Budget Entries

Question:

We have allocations set up for our Change Items. How do I add those allocations to the Budget Entries?

Answer:

1. Open the Budget Entries for your Change Item (on a Change Order).
2. After you have entered one or more rows, select Run Allocation Engine from the options menu.
   
   Allocations that meet pre-established conditions will be added to the Budget Entries.
3. Save the Budget Entries.

Additional Comments:

For more information about Allocations and Markups, see The Allocations Tool.

For examples of Allocations and Markups, see Examples of Allocations and Markups

KBA-01736; Last updated: April 25, 2018 at 12:22 pm