The ability to override a budget figure depends on user group permissions and the finance settings in the system. These settings ensure that only authorised users can raise jobs when budgets are limited, and that the budget calculation method is applied consistently across all periods.
Check user group permissions
To confirm whether a user group can override budget figures, follow these steps:
From the Admin area, click User Groups Settings.
Locate the option Permitted to override budget controls? and review the setting:
No
The user group cannot raise capital jobs if there is not enough budget available, and the system will prevent the order from being created.Yes
The user group can raise capital jobs even when there is not enough budget in the current period. The system will either roll the deficit into the next period or start the new period fresh, depending on the finance settings.
Review finance settings
In addition to user group permissions, review the Finance settings to understand how budgets are controlled:
From the Finance area, click Budget control settings and review the options:
Rolling budget (carrying forward surplus or deficit)
Any unused budget is rolled into the next period, including overspend.Periodic budget (ignoring surplus or deficit)
Each period starts with a fixed budget, and no budget is carried forward.Periodic recut (repair and planned)
If enabled, in-progress jobs are carried forward into the next period, ensuring that ongoing work is budgeted for.