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No Validation Received While Creating a Budget Change Record with No Initial Budget Record in the Project. (Doc ID 2964508.1)

Last updated on AUGUST 03, 2023

Applies to:

Primavera Unifier Essentials Cloud Service - Version 23.4 and later
Information in this document applies to any platform.



The Unifier system allows the user to create a 'Budget Change' Business Process (BP) record in a Project where there is no 'Initial Budget' BP record. The system does not display the Validation Error message "Initial Budget: Initial Budget is required to create Budget Change."


The system should not allow the user to create a 'Budget Change' BP record if an 'Initial Budget' BP record does not exist within that Project. Instead, the system should display the Validation Error msg "Initial Budget: Initial Budget is required to create Budget Change."

Referencing "What's New in Unfier Essentials" reference doc for Unifier release 23.5 -
‘The Initial Budget Required checkbox is added to the Budget Change configuration, and a validation check is added to Budget Transfer business processes – allowing you to confirm the presence of an Initial Budget Record before issuing a Budget Change or Budget Transfer.’

The issue can be reproduced at will with the following steps:

  1. Log in to Unifier Essentials.
  2. Navigate to the desired Project > Initial Budget node. Notice that there are no 'Initial Budget' BP records.
  3. Navigate to the Change Budget node within the same Project > +Create > enter the required fields > Send.
  4. Observe that a 'Change Budget' record is created and the above Validation Error message is not received.




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