Within Teamwork.com, conflicts with existing
budgets may arise when attempting to
create new budgets on a project.
While projects can have multiple
budgets, the dates of the budgets cannot
overlap - only one budget can be active at
a time.
Considerations when
creating
budgets
New budgets should be created
with
existing, repeat and upcoming
budget dates
in mind:
- If the new budget's start date
is in
the future, the budget will be
created
as an upcoming budget.
- If the project already has
upcoming budgets set, it
is not
possible to create a new
open-ended budget or a
repeat
budget as this will cause
a date
conflict.
- If the new budget's start date
overlaps with an upcoming or
existing
budget, you will be asked to
adjust
the end date of the new
budget.
- The dates of existing
open-ended
or repeating (active)
budgets are
taken into account and can
cause a
date conflict.
Resolving a budget
conflict
Budget conflicts arise when the start/end
dates of the budget you are trying to
create coincide with the dates of an
existing active or upcoming budget
(including repeating budgets and budgets
with no end date).
An error message will be displayed in the
bottom right when a conflict has been
found and you will be asked to adjust the
dates of the new budget.
Where a conflict has arisen due to an open ended budget, a pop-up modal will display requesting you to assign an end date to the conflicting budget.
To resolve conflict issues you will need
to do one of the following (where
relevant):
- Adjust the start/end dates of your
budgets so they no longer
overlap
- End or delete the repeating
budget
- Note: Repeat budgets cannot
be edited once set. Therefore, the
budget must be deleted and
recreated with nonconflicting
dates.
- Delete the existing upcoming
budget
- Set an end date for the open-ended
budget that is before the start date of the budget you are creating.
- You can also end an active open-ended budget which will require you to set an end date for it.
For more information,
see: Managing Project
Budgets