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11. Linked Account Code Relationships

Updated: Dec 7, 2023

Code Relationship allows the Start date of the phasing for an item to be determined by its relationship to another cost or revenue item, linked by selecting it from the Code drop down menu.

The options available are:


Start Finish – the start date for this item is determined by the end date of the linked code.

Finish Start – the finish date of this item is determined by the start date of the linked code.

Start Start – the start date for this item is determined by the start date of the linked code.


Based on the linked (account) Code Relationship, any change to the phasing dates of the linked code will flow to update the phasing dates in the linked items. The duration needs to be provided to complete the phasing, i.e. if either a start or end date is missing, the duration will be zero and, no phasing will occur.


Additionally, phasing Start dates can be offset from the linked Code related date for a specific line item by entering a value in Months, positive or negative, in the Adjust (Months) field.


In the example below, ICT Conractor code to start two months before the Main Works are completed and go for a duration of 4 months.

Once the selections have been made, click Save. This will take the user back to the Manual Phasing view to view the phased data.


Once the budget is phased, the user can create budget snapshots in order to capture the phasing information for a particular budget.



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