Comparing Budget Versions
Budget history lists every save, and Budget comparison puts two versions side by side with the changes marked.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Commercial inspections
Quick Reference
Open the project and click the Budget tab.
Open Budget history.
Find the save you want by User, Action and Date & time.
Open the comparison to see Previous and New side by side.
Before You Start
The project has a budget.
For a comparison, the budget has been edited at least once.
Step 1 — Open Budget History
Every save, with who and when
Budget history lists each save with the User, the Action, the Budget and the Date & time. The Action reads Created with project for the first entry and Edited for each change. The newest entry is marked Current.
The budget as it started
The history keeps the budget as it stood when tracking began: its name, type and limit, and every line with its amount and percent. Back to history returns you to the list.
Step 2 — Compare Two Versions
Previous on the left, New on the right
Budget comparison shows each version with its user and time, then the Budget Name, Budget Type, Limit and Input Mode. Changed lines are marked in red on the Previous side and green on the New side, and a new line carries an Added label.
Show or hide the unchanged lines
The comparison opens on the changed lines only. Click Show unchanged line items to see the whole budget, and hide them again to get back to the changes.
Tips
DO
- •Compare before you approve a draw that follows a change order.
- •Check that the Limit matches on both sides when money only moved between lines.
- •Use the user and time on each side to tie the change to its paperwork.
WATCH FOR
- •The comparison shows two versions at a time.
- •An Added label means the line is new in that version, not that it was funded.
Troubleshooting
Commercial draw workflow
- Compare budget versions (this guide)
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