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Planview Customer Success Center

How to link requests to a budget item? (2017)

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In order to document additional effort for budget items, it is possible to link requests to a budget item.

In order to do so, right click on the item and select 'associate requests'. Then, a dialog opens where it is possible to select from the requests that belong to the same engagement or project and that have the request type as set up in system management / budget settings / contingency / request type for budget contingency.

This is for informational purpose only and has no impact on the amount of the budget item.