Running the 'Check for scope overlaps'
You can run a
Check for scope overlaps action on a customer budget definition. By selecting this 'step action', a check against all other customer budget definitions is done, to help you identify any overlaps in scope and time. The results are stored in a
log on the
background action. If the action is not available on your action panel, ask your Planon administrator to make the
Check for scope overlaps step action available on the action panel of the
Customer budget definitions selection step. This can be done in TSIs >
Step actions.
Procedure
1. In the TSI, select the relevant customer and contract.
2. Go to the Budget definitions selection level.
3. Select the customer budget definition(s) for which you want to do the Check for scope overlaps.
You can include a maximum of 5 budget definitions in the check. Each of the selected budget definitions will be checked for overlaps against all other possible overlapping budget definitions.
4. On the action panel, select the Check for scope overlaps action.
A background action is started.
5. On the navigation panel, select the Background actions TSI.
6. Select the background action you just started, when it is completed.
7. On the data panel go to the Log tab and view the information.
The log informs you if any overlaps were found and if so, how many budget definitions are involved. These are displayed directly below, each with details where the scope overlaps are. For example: in the (M:n) links to Contract lines or Service agreement services.
If required, you can now update the selected budget definition(s), based on the information from the log. Removing the overlaps will prevent any problems with the detection of budgets.