Under Budget Manager, users can streamline their workflow by configuring default apps for various transaction types, such as Change Orders, Contracts, Invoices, Estimates, Bids, and T&M. 

Following are the steps to set default apps under the 'General' tab in the Budget Manager, and the selection process for choosing the appropriate app for each transaction type.


Accessing General Settings:

Navigate to the 'General' tab within the Budget Manager.

Locate the section for setting default apps for transactions.


Setting Default Apps:

For each transaction type (Change Order, Contracts, Invoices, Estimates, Bids, and T&M), select the desired default app from the provided dropdown menu.

  • Change Order - Default App set for all Change Order transactions that occur in the Project.

  • Contracts - Default App set for all Contracts transactions that occur in the Project.

  • Invoices - Default App set for all Invoice transactions that occur in the Project.

  • Estimates- Default App set for all Invoice Estimates that occur in the Project.

  • Bids - Default App set for all Invoice Bids  that occur in the Project.

  • T&M- Default App set for all T&M transactions that occur in the Project.

If no app is selected, display 'Select App' as a watermark to prompt the user to make a selection.


Selecting Apps from the Dropdown:

Enable users to choose from the dropdown list, displaying all accessible apps they have permission to use.

Upon clicking the dropdown, present the actual app icon and name to facilitate easy identification of available options.




Functionality of Default Apps:

Based on the chosen default app for each transaction type, ensure that all relevant transactions are directed to the designated application for processing.

For example, selecting the 'Change Order' app for Change Order transactions will automatically route these transactions to the specified app.


Dispatch Tag Use Case:

For 'Change Order', In the Dispatch Tag Use case, when user selects the Budget Line Item and when the Cost added is more then the Remaining Budget, he is given 3 options. If the user chooses ' Change Order', then, an item is created in the background in the Default App set here under Change Order. (Change Order App in our example) 



Last Updated: Dec-11-23