Dispatch tags can be created by selecting the Rollups in the 'Scheduling Rollup Items' field.


  • The 'Budget Line Item' allows you to select Budget line item and enter Cost in 'COST' field.


  • Click on the 'Create Tag' or long presses on the column to add a tag which opens the 'Add New Tag' page.

  • Select a rollup task that has Budget line item(s) mapped to it during the creation of that rollup tag. 

  • Clicking on the 'Budget line item' field displays ONLY those budget line items that were picked to create the Rollup item selected above.


 

  • Pick one of the budget line item the 'Remaining Balance' of the selected item displayed in the 'Budget Line Item' field enter the cost (in Dollars) in the 'COST' field.


 

  • If the entered cost is less than or equal to the 'Remaining Balance' of the selected Budget Line Item, you are allowed to create the tag without any warning message.


 

  • If the entered cost (In COST field) is greater than the 'Remaining Balance' of the Budget line item, then, based on the validation, you are prompted with a warning icon with 3 options
  • Change Cost - Clicking on this option will erase the entered cost and cursor blinks allowing you to enter a new cost value
  • Ignore - Clicking on Ignore will ignore the warning which allows you to go ahead and create the tag with the same Cost value.
  • Create Change Order - Clicking on this option will create a smart Item in the default app set for Change Orders in the Budget Manager General Settings.

  • The General Settings' will have an option to set the 'Change Order' App. Clicking Create Change Order will create an Item in the App.


  • When no rollup item is selected, the Dispatch tag shows all the Budget line items.


 

How to?

How to create Rollup with Single Budget Line Item

How to create Rollup with Multiple Budget Line Item

How to create tag using same rollup on a Dispatch Board

How to Show / Hide Budget Line Item field based on Finance Manager


Last Updated: Nov-08-22