Budget Reallocation

A Budget Reallocation allows users to distinctively move both Cost and Price from one cost code to another. The Budget Reallocation will validate that the change of both cost and price is net zero. You can now filter for Budget Reallocations on the Change Events page.

✐ Note: A Client CO will still be generated from a Budget Reallocation

Step 1:

Identify an Item Code where money should be transferred between "Item Codes". In the Screenshot below Solar is undercommitted by $40 and Irrigation is overcommitted by $40. 

Step 2:

Create a Change Event and Choose Budget Reallocation from the drop down list. 

Step 3:

Add all necessary line items to the Chang Event and change "Price" and "Cost" as necessary. Modify both "Cost" and "Price" on all line items that so that the net change to both "Cost" and "Price" is zero. 

✐ Note: If there is a cost change or Price Change on the Change Event then you will not be able to mark it as accepted or submit for approval

Step 4:

Filter Change Events by "Budget Reallocations" to separate this type of Change Event

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Video tutorial

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