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In the Change Request Type window what does the Must Zero Balance checkbox mean?


In the Change Request Type window what does the Must Zero Balance checkbox mean?

Issue/Symptom/Question

  • In the Change Request Type window what does the Must Zero Balance checkbox mean?
  • What is an example of a Change Request Type that might use this Must Zero Balance?

Applies To

Change Request Configuration

Project Management > Change Management > Change Request Type window

Resolution/Fix/Answer

  • Must Zero Balance checkbox means that the transfer of costs must be in balance
  • This is used for budget shifts - transferring estimate amounts from one costcode to another costcode where the total costs of the existing Estimate does not change as a result of this Change Request