Did You Know?
By default, every time you approve a Change Order, two budget revision and two forecast documents are automatically created and approved (and attached to your Change Order). All told, the four documents are for Budget Revenue, Budget Expenses, Forecast Revenue and Forecast Expenses. However, System Admins can choose to disable the automatic creation of these documents at the system level, if appropriate.
To Disable the Automatic Creation of Budget and Forecast Documents:
- Open the Rule Maintenance Tool on the System Admin Dashboard.
- Expand the Budget Config rule group.
- Add the UpdateTarget rule by selecting it from the drop-down, then clicking the Add New icon.
- Select Change Order as the Filter Value.
- Enter 0 (zero) as the Result Value to disable both Budget and Forecast updates. (Enter 2 to keep the Budget update and disable only the Forecast update.)
- Click the checkmark to accept that row.
- Add the AllowNoTargets rule by selecting it from the drop-down, then clicking the Add New icon.
- Select Change Order as the Filter Value.
- Check the Result Value checkbox.
- Accept that row.
- Save.
- Click the Reload Configuration button on the right side (in Classic) or under the System Admin menu (in Power UX).
Change Orders created after this configuration will (by default) no longer post any budget revisions.
Additional Comments:
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-01908; Last updated: January 27, 2026 at 8:23 am;