Budget Control

There are settings in three areas built to stop or allow exceeding budgets with purchases (generally created by Vendor Contract Pricing).

• On the HomeBuilder Setup:
  • Allow Planning Overage (turning on this option allows any user to post any value based upon each Planning Line without warning).
  • Allow Budget Overage (turning on this option allows any user to post any value based upon each Cost Detail Code (budget line) without warning).
• On the Users page under the User Functional Roles Fast-tab add the role EXCEED BUDGET. (Adding this code will warn the user if they are about to exceed the budget with the amount that they will exceed it; they are allowed to select yes at the time of posting to continue).
• On the Lot - Planning Lines - increase the Budget Amount (Unit Cost) line by line. (If the user has Permissions to modify Planning lines, they can go directly into the Planning Line, increase the Unit Cost, and return to the purchase to complete the posting).