Budget moves between cost codes with a second person
Who is involved
| Role | What they do |
|---|---|
| Quantity surveyor | Asks to move budget and says why. |
| Construction manager | Approves or rejects the move. |
Step by step
- Quantity surveyor
Asks to move an amount from one cost code to another with a reason.
What they see:The transfer waits for approval and the budget has not moved.
- Construction manager
Approves, or rejects with a note the requester reads.
What they see:On approval the first code falls and the second rises by the same amount, so the total is unchanged.
- Quantity surveyor
Opens the budget grid after the decision.
What they see:The grid shows the new budget of both codes, and a rejected move shows the reason on the transfer.
Who is told what
The requester sees the decision on the transfer; no one can approve a move they asked for themselves while the separation rule is on.