Assign Revision Code

You can assign a revision code to one or more budgets.

You must create a revision on the budget before giving it a revision code.

To assign a revision code to a budget:

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 assign a revision code to one or more budgets:
   1. Select the Assign Code checkbox on each line you want to include; OR
   2. From the Mark Lines dropdown list, click Mark for Revision Code to automatically select budgets for which a revision code can be assigned.
5. From the Other Actions dropdown list, click Assign Revision Code....
6. In the dialog box that displays:
   1. In the Revision Code field, enter a revision code number.
   2. Select the Assign Approved checkbox if you want to add a revision code to the latest approved revision of the budget.
   3. Select the Overwrite Code checkbox if you want to overwrite any existing revision code on the budget.
7. Click Assign Revision Code.