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Update the Revised Budgeted Amount in the project budget based on a forecast change

  • April 30, 2024
  • 4 replies
  • 193 views
A
Freshman I

Hi everyone,

I have a customer who has a requirement like this. 

After they setup the project, they want to create a project budget, review it and then lock it. At the same time, they want to create a project budget forecast for this same project. If there are changes to the Revised budgeted quantity and Revised budgeted amount values in the project budget forecast, can they update the same columns in the project budget ? I have tried doing this, but when I click on the “Update project budget line” command in the project budget forecast, it does not update the same values in the project budget. Is there a way to achieve this functionality ? 

 


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Please advice. 

Thank you,

Ashani Dias

Best answer by lbarker

I had this once, and it was to do with the UOM on the budget line as the client had changed the Revenue Budget Level on the Project Properties after it had data accumulated to the project.  I deleted the budget lines, then recalculated the budget, and then it would work, so might be the same issue. 

It doesnt see the lines on the budget as the budget lines has the UOM and forecast does not so it doesnt update.

4 replies

iqraharrison
Captain II
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@adias11 are you getting any errors when you try to click the command?

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Chris Hackett
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • July 31, 2024

Hi @adias11 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
A
Freshman I
  • adias11
  • Author
  • Freshman I
  • July 31, 2024

Hi @Chris Hackett 

Unfortunately, we were not able to find a solution to this problem from the standard application. So, we created a Generic Inquiry to update the project cost budget based on the Cost Projection. That was acceptable to the customer. 

Chris Hackett
lbarker
Semi-Pro II
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  • lbarker
  • Semi-Pro II
  • Answer
  • August 1, 2024

I had this once, and it was to do with the UOM on the budget line as the client had changed the Revenue Budget Level on the Project Properties after it had data accumulated to the project.  I deleted the budget lines, then recalculated the budget, and then it would work, so might be the same issue. 

It doesnt see the lines on the budget as the budget lines has the UOM and forecast does not so it doesnt update.

Chris Hackett
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