Is there a way to limit a Project Task and Cost Code combination to only those that exist on a Project Cost Budget?

  • 5 November 2020
  • 5 replies

Userlevel 1

In many screens, such as PO, Issue, AP Bill, Receipt, even Project Transactions, the system allows a user to choose an existing Project Task and then apply any Cost Code existing on the project to that Task even if that combination of Project Task/Cost Code does not exist on the Project Cost Budget.

The system currently adds a new row in the Cost Budget, which to my client is a real issue.

Furthermore, it would be additionally helpful to NOT allow new Task/Cost Code/Account Group combinations beyond what exists on the Cost Budget.

Has anyone else ran across this issue and were you able to prevent it from happening?

5 replies

Userlevel 6
Badge +6

Hi @tsnyder16 

Here is the Budget control option what we have on Document entry (documentation link below). You may post a feature request on our Product idea page ( to extend the functionality to meet your requirement. I don't see an option to restrict use of Project Task/Cost Code combination based on budget.


Hope this helps,


Userlevel 3
Badge +1

I agree that this would be very convenient. In fact, I have noticed this myself during demos and I’ve had questions about it.

This would require a controlled addition of a task, phase, cost code and perhaps start the change order process.

Please upvote this ‘idea’!

Userlevel 1

The link appears to be different now:


Userlevel 3
Badge +1

I have come across this request recently and am keen to see if someone has ever built a customization to prevent cost cost selected in Purchase Order if the cost code is not present in Project Cost Budget.

I am also interested with workaround such as business event to send notification if someone has entered a un-budgeted cost code. 


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