Proliance can automatically create offsetting cost allocations for each
budget allocation. These cost allocations are identical to the budget
allocation, except that they link to cost ACR columns rather than budget
ACR columns.
Whenever you make a change to the budget allocation, Proliance mirrors
the change to the offsetting cost allocation. This continues until you
manually change the cost allocation, after which point Proliance will
no longer synchronize the edited fields with the budget allocation. Note
that manual changes to cost allocations are not carried back to the budget
allocation at any time.
At some point in the workspace (usually at the beginning),
the budget and the cost are the same. The workspace manager calculates the
scope of work, which eventually becomes the workspace budget. This can be
stated as: Forecasted Cost = Workspace Budget.
Proliance addresses this business need by creating a cost
allocation synchronized with every new budget allocation, provided that
this feature has been enabled.
Over time, the cost forecast changes and the workspace manager
no longer wishes for all the cost and budget allocations to be synchronized.
Proliance uses the following logic to determine whether synchronization
should be maintained or broken:
- If the cost
and budget information are the same, it is assumed that they should continue
to be synchronized.
- If the budget
information is edited, it is assumed that the cost information should
also be updated, maintaining the synchronization.
- If the cost
information is edited directly or indirectly, it is assumed that you are
intentionally breaking the synchronization for the edited field only.
All remaining fields remain synchronized.
Example
You create a budget allocation with the description "Silver
Doorknobs" for $100. Proliance automatically creates a cost allocation
with the same description and amount. If you change the description to
"Gold Doorknobs" or the amount to $200 for the budget allocation,
Proliance applies these changes to the cost allocation. However, if you
change the name of the cost allocation to "Red Doorknobs", this
change does not carry back to the budget line.
From this point forward, any edits to the budget description
will not affect the cost description. However, changes to the budget amount
will continue to update the cost amount.