Restricted Budget Snapshots can be Original, Approved, or neither. To do this you need to select the Camera icon.
Enter in the description of the budget, for example “Pre-Tender Estimate” and enter a date for the snapshot.
3. To mark a snapshot as Original or Approved, simply create a document with a Budget control and select the relevant snapshot from the “Version” dropdown list as shown below.
4. It is important to note the following at this stage that is possible to create a snapshot as Original and Approved at the same time. Doing so, will overwrite the Original and Approved budget (if they exist). Finally, when the document is signed off, this will complete the process.
5. To overwrite a Restricted Budget, the snapshot needs to be created in the document and approved. Creating a snapshot with the same version number in the Cost module will give the following error message.
Comments