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We have been testing the use of Budgets and Sub Budgets within Alloy and have noticed that when we have Job Work Items (JWIs) against a Sub Budget, the cost of the JWIs is correctly reflected in the Sub Budget but the cost is not passed on to the parent Budget that it has been linked to. If there are multiple Sub Budgets within a parent Budget then the total cost of these should be added up and reflected within the parent Budget.
See the attached image as an example from our Test workspace. This shows three Sub Budgets at the top, which are a part of the parent Budget at the bottom, but the costs are not added to and summed on the parent Budget. I've added the purple text to show what we think this should look like.
We initially raised this as a support ticket (86429), where it was confirmed with the production team that this is not currently expected behaviour and advised to raise an idea here.
Dear user,
We appreciate your valuable feedback and the ideas you’ve shared with us. As part of our ongoing efforts to improve our products and services, we are streamlining our idea management process.
To ensure we focus on the most relevant and impactful suggestions, we will be closing all ideas raised before 1st January 2024. However, we encourage you to submit any new or existing ideas that are still important to you through the ideas portal as before.
We have implemented new processes that will ensure newly raised ideas are dealt with efficiently and effectively.
Thank you for your continued support and input—we truly value your contributions.
Best regards,
Andy
Hi,
Thanks for the response, I see what you mean.
We were wondering if it would be possible to make Budgets and Sub Budgets separate designs, and therefore contain separate lists. This way the system could be set up so that you can only add Sub Budgets to Budgets and not vice versa.
Sub Budgets could be optional but if they are included then they should have an affect on the overall parent Budget that they are linked to.
May or may not be possible depending on how it would interact with other parts of the system back-end but just a thought we had.
Thanks