- Budget Amendments
- Budget Items
- Change Orders
- Contract Exhibits
- Cost Proposals
- Drawing Packages
- Field Reports
- Merge Documents
- Payment Applications
- Potential Change Orders
- Punch List Items
- Request For Information
- Request For Proposal
- Specification Packages
- Submittal Items
- Submittal Packages
Reports & Dashboards
Unapproving the Budget Amendment
If there has been a mistake and the Budget Amendment was marked "Approved" prematurely, you can unapprove it to edit again.
*Note: Only Project Administrators can unapprove forms.
To unapprove, click the options (...) button on the top right of the Budget Amendment form in view mode. In the "Related Actions" section of the dropdown, click the Unapprove option.
You will be prompted by a confirmation modal asking if you really want to unapprove. If you select Yes, the Budget Amendment will be unlocked and users will be able to edit again.
Once the Budget Amendment is unapproved, the following events occur:
On the related Budget Item form, the "Total Approved Budget Amendments" field is edited by the amount of the Budget Amendment.
On the related Budget Item form, the "Revised Budget" field is edited by the amount of the Budget Amendment.
On the related Budget Item form, Budget Amendments tab, the Budget Amendment will move from the "Approved Budget Amendments" collection to the "Pending Budget Amendments" collection.
Note: Budget Amendments are related to Budget Items through the Account Code field. A single Budget Amendment might be related to many Budget Item forms.