Learn more

About displaying budget recaps

Setting the original budget

How change orders affect budgets and proposals and subcontracts

About cost codes and divisions

Setting up cost types

Entering the settings for Cost Over Budget Warning

The Over Budget Warning command notifies you if costs exceed the budgeted amount for a job. When you select the Set Over Budget Warning option, Sage 100 Contractor determines the Actual + Committed costs to date for the job and phase by cost code and cost type.

It then compares the data to the original budget plus approved change orders. When you save the record, Sage 100 Contractor notifies you if costs exceed the budget plus approved change orders for a job and phase, cost code and cost type, plus the tolerance.

Message Type

Warning

Tolerance Type

Flat amount

Tolerance Amount

$100

Tolerance Percent

N/A

Tolerance Amount Not To Exceed

N/A

A warning dialog box displays "Warning: The actual plus committed costs exceeds the budget and approved changes plus the tolerance amount." You can now save the record by clicking [Yes] or cancel out by clicking [No]. An alert is also sent to the Dashboard Alert Viewer if you have selected Job costs exceed budget for cost code in the 7-6 Alerts Manager Program Warning Subscriptions tab.

Note: To enable the program alert for Job costs exceed budget for cost code you must have a setting of Warning for the Message Type in the job cost screen.

  1. Open 1-3 Journal Transactions or 4-2 Payable Invoices/Credits.

  2. Display the last record, and from the menu select Costs > Job Costs.

  3. On the Job Costs window from the menu select Options > Set Over Budget Warning.

  4. In the Message Type list, select one of the following:

    • No message. No message is generated. All options for tolerance are grayed out.
    • Warning. A warning and/or alert is generated, but you are allowed to save the record.
    • Not allow. A warning and/or alert is generated, and you are not allowed to save the record.

  5. If you select Warning or Not Allow, you must select one of the following choices in the Tolerance Type list:

    • No tolerance
    • Flat amount
    • Percent
    • Percent/not to exceed

  6. Once a Tolerance Type has been selected, enter the applicable amount or percent for the type:

    • Flat amount. Enter the amount in the Tolerance Amount text box.
    • Percent. Enter the percent in the Tolerance Percent text box.
    • Percent/not to exceed. Enter the percent of the budget plus approved changes by job, phase, cost code, and cost type allowed in the Tolerance Percent text box, and the amount of tolerance in the Tolerance Amount Not To Exceed text box.

  7. Click OK.