Once the job budget has been entered in Business Central, the values from the Budget (Total Cost) and Budget (Total Price) can be saved as Original or Current budget.
Actions
Create Original Budget
With Create Original Budget the values from the project planning lines are transferred to the columns Original budget Total Cost and Original budget Total Price as well as to the columns Current budget Total Cost and Current budget Total Price.
Delete Original Budget
With Delete Original Budget the values can be removed from all columns. This function can only be used until the first time a (separate) current budget is created.
Update Current Budget
Update current budget updates the items of the current budget. Once this function has been executed, the original budget cannot be modified or deleted.
Freeze Budget
With Freeze Budget the selected budget can be frozen. Affected project budget items will be fixed and can no longer be edited.
Unfreeze Budget
With Unfreeze budget the selected budget can be unfrozen again. This action reverses the freezing.
Job Type
Open the table job types to add new types and assign job number series, job dimension codes and Configuration templates.
It is now possible to choose a Templ. Job from the Templ. Job List.
When creating a new job, the job type needs to be selected and the information from the job type will be populated into the job.
If the configuration template or template job number is set, fields will be specified from the chosen template.
If both the Job Type and the Templ. Job are set, the Templ. Job will be given priority.
Templ. Job
The project can be converted into a template by clicking the Template Job button in the General tab of the job card. The job remains fully operational and ongoing.
Templates are now only accessible in the Templ. Job List. The new list includes all functions that are present in the Job List.
The Job Type only allows the copying of templates.
Job Task Type
The job tasks can be predefined with the Job Task Type. If the job task type field in the job task line is set, all predefined values are transferred to the job task.
Job Planning Line
In the job planning line overview, new functions have been added that allow job planning lines to be displayed hierarchically.
With the functions Move Up and Move Down the lines can be moved. In addition, the Left and Right functions offer the possibility to indent the lines.
For this hierarchical view, new fields have been added Position code, Row No. and Totaling. These values are generated with the functions Create Position Codes or Create Row Nos.
Position codes are used for the overview and are defined like counts e.g. 1., 1.1, 1.1.1.
When the function Create Row Nos is executed, the Row Nos are defined according to the following scheme R1., R1.1. and additionally, in the field Totaling a matrix is given which defines which job planning lines belong to a row. e.g. R1..R1.6. This value is used to form sums over individual values.
API
API delivers data from the system to authorized external parties.
Here are the released APIs:
While the original budget is being created, dimensions are being created, depending on default dimension priority, in the job budget entries.
Freeze Budget
For job planning lines for which budget ledger entries have been created, and job ledger entries have been entered, the "Freeze Budget" function can be executed.
In the Request Page that opens, the following data must be entered:
Field
Value
Job No.
The Job No(s) for which the Budget should be frozen.
Date
The date until which the budget should be frozen. This date must be a budget ledger entry period end date.
Budget
The budget to freeze. If you are working with the Original budget, “Original budget” must be selected here, if you are working with the Current budget, “Current budget” must be selected here.
Distribute values linearly over remaining term
If activated, the remaining budget from the job planning line will be distributed linearly over the remaining job ledger entries.
In the affected job ledger entries, the quantity is then replaced by the actual quantity from the job ledger entries. The lines are also marked as “fixed” and cannot be edited anymore.
To undo the action, the "Unfreeze Budget" functionality can be executed. The budget ledger entries will then be created again based on the job planning line.
