Alloy Ideas Portal

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Status Future Consideration
Product Alloy Web
Created by Ryan Cuthbert
Created on Jul 15, 2022

RELATED IDEAS

Job Work Items against Sub Budgets should cost against the parent Budget

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.

Alloy Budgets S...
Alloy Budgets Screenshots.jpg
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Alloy Budgets Screenshots.jpg
  • ADMIN RESPONSE
    Jul 18, 2022

    Hi, thanks for taking the time to create such a detailed idea. The suggestion makes complete sense. The reason we haven't done this to date is there is no standard way of configuring your budgets and it's therefore also possible to configure a circular reference. This would be an issue during the budget total calculation. We'd need to think about how to tackle this calculation in a versatile way.

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  • Ryan Cuthbert
    Reply
    |     Jul 28, 2022

    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