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Created by Mercedes Green
Created on Jun 25, 2025

Automatically Change Allocation of Budget and Costs to Match Amount Entered

We're trying to reduce the amount of manual steps.

  • If a user enters an "Estimated" amount in the budget, change the Allocation Type to Apprx Rev. as well as the Cost Allocation to Apprx cmmt.

  • If a user enters a "Proposed" amount in the budget, change the Allocation Type to Pend Rev, as well as the Cost Allocation to Pend Commt.

  • If a user enters an "Approved" amount in the budget, change the Allocation Type to Appr Rev.

We have so many issues with amounts being in the wrong columns on the budget screen as there are too many things to remember.

BONUS: When the Approved Cost gets entered, prompt use "Would you like to create a new Subcontract Change Order for this PCO Item"?

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