Synchronize budget from Jobs to GL budgets

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Posted on by Samantha73

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Hi Guys

Is there a way enter budgets only in Job planning lines and have them appear in GL reporting or do we have to enter budgets twice using dimensions for each job?Thanks

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JAngle 133 on at

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As standard there is no way. With a well defined modification this could be done. Would you be focusing only on g/l accounts that can appear in job planning lines? What if I edit the budget should it flow back to jobs? And how do I conduct a split of the value per job it appears on? I think you would have to define which budget receives updates. Then a batch job would be needed to push an update to that g/l budget and takes whatever the aggregated total is per g/l account per date for all jobs in the filter.

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