Partial acceptance

Why partial acceptance exists

A budget or change order can be accepted as a whole only when everything in it is ready. On a real project some positions stay unpriced for weeks, and without an accepted version you cannot sign subcontracts or bill against it. Partial acceptance solves this: you commit what is ready now as a complete, smaller version, and the rest waits in a draft.

The accepted version is a normal, complete version. Contracts, payment applications and the schedule read it like any other version. The left-out positions are not lost; they are carried into a new draft as additions to the next version.

Where you can accept part and where you cannot

How to accept part of the budget (investor)

An investor's budget can be accepted as a whole only when every position has a price. While positions are unpriced, the full acceptance explains: "{count} items still have no price, so the whole budget cannot be accepted. Open the draft and accept only the priced part."

1. Open the budget draft under Drafts (Чернови).
2. Click Accept part of the budget (Приемане на част от бюджета) in the action bar. The bill of quantities (BoQ) switches to selection mode, and a bar on top says "Select the items that should become the first version of the budget. The rest moves to a draft of your next budget."
3. Positions with a price are ticked automatically. Select all priced (Избери всички с цена) restores that selection if you changed it. A position whose price cannot be read is not ticked, so it goes to the next draft rather than into the budget unnoticed.
4. Adjust the ticks. Ticking a category ticks the positions in it. The bar counts "{count} selected".
5. Click Budget acceptance (Приемане на бюджет) in the bar. Cancel (Отказ) leaves selection mode without changes.
6. Confirm the dialog Accept part of the budget: "{selected} of {total} items will become the first version of the budget. The remaining {carried} will be moved to a draft of your next budget, where you can keep working on them." Click Budget acceptance.

The message "Budget accepted. {count} items were moved to a draft of your next budget." confirms it. The project moves to the Execution phase and the accepted budget appears under Budget (Бюджет). The remainder is prepared in the background ("Preparing the draft of the next budget"); until it is ready you may see "Budget accepted. The draft with the remaining {count} items is still being prepared."

1. The bar title Accept part of the budget (Приемане на част от бюджета) with its explanation.
2. Ticked positions become the budget; unticked ones move to the next draft.
3. The counter "{count} selected".
4. Select all priced (Избери всички с цена) ticks every priced position again.
5. Budget acceptance (Приемане на бюджет) opens the confirmation.

When the budget acceptance stops

The draft of the next budget

The left-out positions wait under Drafts (Чернови) as Draft - budget changes (Чернова - промени по бюджет): "The lines not yet accepted into the budget. Open the draft to finish and accept them." While it is prepared, the card shows "Being prepared…".

• Edit, price, import into and version it like the budget draft.
• Positions already in the budget carry the mark Accepted (Приета): "This line is already accepted into the budget. If you change it, the change goes in with the next acceptance."
• Click Budget acceptance (Приемане на бюджет) to accept everything: "Every line in this draft will be accepted into the budget as its next version. Continue?"
• Or click Accept part of the budget, tick lines ("Select the lines to accept into the budget. The rest stay in the draft of the next budget."), click Accept selected (Приеми избраните) and confirm "{selected} of {total} lines will be accepted into the budget as its next version. The remaining {carried} stay in the draft of the next budget…".

Each acceptance creates the next budget version and takes you to the budget. The changes are listed under Budget changes (Промени по бюджет). If the rest could not be prepared: "The selected lines were accepted into the budget, but the draft with the rest was not prepared. Nothing is lost — the remaining lines are kept. Try again in a moment from «Budget changes»."

How to finalize part of a change order

Use this for a change order you finalize yourself, for example for a self-managed subcontractor. A change proposed to another company is always answered in full.

1. Open the change-order draft: Contract changes (Промени по договор) → Make a change (Направи промяна), or the pill Change draft (Чернова на промяна) in the contract list.
2. Click Finalize part (Финализирай част) next to Finalize (Финализирай). The draft switches to selection mode with the bar Finalize part of the change (Финализиране на част от промяната): "Tick the changes to commit now — ticking a struck-through row commits its removal. Items already in the contract stay ticked, and everything you leave out moves to a new change draft."
3. Tick the changes to commit. Added and changed positions are rows you tick; a removed position is a struck-through row, and ticking it commits the removal.
4. Click Finalize the selected part (Финализирай избраната част). Cancel (Отказ) leaves without changes.
5. Confirm Finalize part of the change: "{selected} of {total} changes will be committed as a new contract version. The remaining {carried} will move to a new change draft, where you can keep working on them."

The message "Part of the change was finalized. The rest moved to a new change draft." confirms it. The contract gets a new version with only the selected changes. The new draft is prepared in the background ("Preparing the next change draft") and opens by itself when ready. If you open it too early: "The change draft with the remaining items is still being prepared."

1. The bar Finalize part of the change (Финализиране на част от промяната) with its explanation.
2. Ticked changes: an added position and a struck-through removed position (ticking it commits the removal). The changed position above them is left unticked and moves to the new draft.
3. The counter "{count} selected" ({count} избрани).
4. Finalize the selected part (Финализирай избраната част) opens the confirmation.

Selection rules and messages

Effects on costs and packages

• A budget line carried into a draft that is not accepted yet loses its place in the current budget. Its commitment is shown as Commitment without a live line (Ангажимент без жива позиция): "The budget line was carried into a change order that has not been finalized yet." It returns to its line after acceptance. See Financial dashboard: committed, certified, margin.
• Positions carried to the next draft stay in their contracting-schedule package, marked moved (пренесена): "A partial budget acceptance carried this line to a new BoQ row; the package follows it here." See Contracting schedule and packages.

Common questions

Related

• Change orders and extensions
• Investment budget
• Self-managed subcontractors and self-contracts
• Financial dashboard: committed, certified, margin