This section shows the actions available in the Opportunity Budgets API workspace.
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| Field | Description |
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| Copy Budget
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The functionality of this action is similar to that of the “Copy Budget” action in the Jobs window.
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| Print Price Overview
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The functionality of this action is similar to that of the “Print Price Overview” action in the Job Budgets window.
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| Recalculate Budget
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The functionality of this action is similar to that of the “Recalculate Job Budget” action in the Job Budgets window.
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| Require Tasks
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The functionality of this action is similar to that of the “Require Tasks” action in the Job Tasks window.
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| Disallow Tasks
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The functionality of this action is similar to that of the “Disallow Tasks” action in the Job Tasks window.
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| Create Budget
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When you select this action, Maconomy creates a job for the current opportunity and copies budget information from the selected template job to the new job.
The job is created on the basis of the job that is specified in the field “Template Job No.,” meaning that both basic information and budget information is copied from this job. The new job is assigned a job number that corresponds to the number of the opportunity, prefixed by an underscore. For example, if the opportunity number is 10050, the number of the new job will be _10050. If another job with the generated job number already exists, Maconomy adds an extra underscore to the job number, for example, resulting in the number __10050. This procedure is repeated until a unique job number is found.
Maconomy copies all information from all budget types. This means that even if you selected a given budget type in the “Show Budget” field, any budget figures that exist for the template job for other budget types are also copied.
When a budget has been created, the sales estimate in the “Sales Estimate, currency” field in the Opportunities window can no longer be updated manually. Instead, it corresponds to the total billing price budgeted for the budget type marked as the standard opportunity budget type (see “Job Budget Types” in the Set-Up module). If no budget type is marked as standard opportunity budget type, the total billing price of the baseline budget of the template job is used instead.
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| Delete Budget
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When you select this action, the job created for the opportunity is deleted, along with all lines in the table part. This means that to enter budget information for the opportunity, you must specify a template job and select the “Create Budget” action again.
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