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
Follow the steps below to confirm whether a user group can override budget figures.
From the Admin area, click User Groups Settings.
Locate Permitted to override budget controls? and review the setting:
No - The user group cannot raise capital jobs if there is insufficient budget available. The system will prevent the order from being created.
Yes - The user group can raise capital jobs even when there is insufficient 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
Follow the steps below to understand how budgets are controlled and calculated across periods.
From the Finance area, click Budget Control Settings and review the options:
Rolling budget - Any unused budget, including overspending, is rolled into the next period.
Periodic budget - 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 ongoing work is budgeted for.