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Created by Mercedes Green
Created on Mar 25, 2025

Budget Applied on PCOs need to follow Allocation Types

If you change the Allocation Type on a PCO Item to No Alloc or Canceled, it does not update your budget, so why is it being included in the PCO's total Budget Applied?


Business Case: We enter an Estimated amount, then get a quote from our trade, enter our proposed amount then ask the owner to approve. This item then gets cancelled. We do not want to delete the PCO item or remove the amounts as we need that history of costs. When we change the Allocation Type to Canceled, the amount is removed from the Budget Screen, but still remains in the PCO's total Budget Applied. This to me is wrong.

If you are also integrating with Vista, that PCO item will not have a cost in Vista, so your total PCO cost in Vista will not match ProjectSight.

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