Commitment and Budget Control Validations

When commitments, budgets, and invoices are added or changed, Trimble Unity Construct performs cost validations. The additions and modifications are checked against the Contract and/or the Budget to make sure amounts do not exceed contract or budget amounts. Below is a summary of how Trimble Unity Construct performs these validations. Should you attempt to perform a transaction that violates a cost validation, an error message displays indicating so, and the transaction will fail.

Cost Entity	Setting	Validation	Expression
Commitment Invoices	General Settings	The total value of actuals received to date plus the commitment invoice amounts may be equal or less than the current contract value, but they cannot exceed the current contract value.	Actuals Received + Invoice Amount MUST < = Current Contract Value
	If, the current contract value is negative	Actuals received to date plus the commitment invoice amount must be greater than or equal to the current contract value.	Actuals Received + Invoice Amount MUST > = Current Contract Value
	If, commitment control setting is Uncontrolled, the commitment is checked against the current budget	The total value of actuals received to date plus the current invoice amount must be less than or equal to the current budget.	Actuals Received + Invoice Amount MUST < = Current Budget
	If, the budget is negative	Actuals received to date plus this Invoice Amount must be greater than or equal to the Current Budget.	Actuals Received + Invoice Amount MUST > = Current Budget
Commitments	General Setting (When a commitment is added, Trimble Unity Construct checks the amount against the budget )	The sum of the current commitments plus the commitment must be less than or equal to the current budget.	Current Commitments + Commitment Amount MUST < = Current Budget
Commitments	If, the current budget is negative	The sum of current commitments and the commitment must be greater than or equal to the current budget.	Current Commitments + Commitment Amount MUST > = Current Budget
Commitment Changes	General Setting (When a commitment change is added, Trimble Unity Construct checks the amount against the budget)	The total value of the current contract value plus the commitment change amount must be greater than or equal to actuals received to date.	Current Contract Value + Invoice Amount MUST > = Actuals Received
		The total current commitments plus the commitment change must be less than or equal to the current budget	Current Commitments + Commitment Change MUST < = Current Budget
	If, actuals received is negative	The current contract value plus the commitment change must be less than or equal to actuals received.	Current Contract Value + Invoice Amount MUST < = Actuals Received
	If, current budget is negative	The sum of current commitments plus the commitment change must be greater than or equal to the current budget.	Current Commitments + Commitment Change MUST > = Current Budget
General Invoices	General Setting: (When a general invoice is applied, Trimble Unity Construct checks the invoice against the budget)	The sum of the actuals received to date plus the Invoice amount must be less than or equal to the current budget. And The sum of current commitments to date plus the invoice must be less than or equal to the current budget.	Actuals Received + Invoice amount MUST < = Current Budget And Current Commitments + Invoice Amount MUST < = Current Budget
General Invoices	If, the current budget is negative	The combined amounts of the actuals received plus this invoice amount And the current commitments plus the invoice amount must be greater than or equal to the current budget.	Actuals Received + Invoice amount MUST > = Current Budget And Current Commitments + Invoice Amount MUST > = Current Budget
Budget Change	General Setting	The combined current budget plus the budget change amount must be greater than or equal to both the current commitments and actuals received:	Current Budget + Budget Change MUST > = Current Commitments And Current Budget + Budget Change MUST > = Actuals Received
Budget Change	If, the sum of the current budget and the budget change is negative	The combined amount of the current budget and the budget change must be less than or equal to the current commitments and the actuals received	Current Budget + Budget Change MUST > = Current Commitments And Current Budget + Budget Change MUST > = Actuals Received