Maconomy Information Center

Create Budget Revision

You can create budget revisions to track changes on the budget.

To create a budget revision:

  1. Go to Approvals > Approve Job Budgets.
  2. Use the Selection Criteria panel to specify the budgets you want to view in the workspace.
  3. Toggle on Show Lines to display the lines in the table.
  4. To create a budget revision for one or more budgets:
    1. Select the New Revision checkbox on each line you want to include; OR
    2. From the Mark Lines dropdown list, click Mark for New Revision to automatically select budgets for which a revision can be created.
  5. From the Other Actions dropdown list, click New Revisions....
  6. In the dialog box that displays, select the Include Changed Only checkbox if you want a revision to be added only when there are changes to the budget since the last revision was created.
  7. Click New Revisions.