Accepted budgets and supplier estimates for an event
Example: A supplier estimate exceeds the accepted sound budget and includes equipment outside the organizer’s original instructions.
Use budgets for permitted spending. Use estimates for proposed offers, and compare scope as well as amount.
This article is from Righthand. The story and result are illustrative.
Two records with different meanings
An accepted budget gives the owner's approved spending limit.
A supplier estimate proposes the supplier's price and scope.
The customer's situation
A supplier estimate exceeds the accepted sound budget and includes equipment outside the organizer’s original instructions.
The owner gives the Righthand the identified source material and relevant contacts. A Righthand is an assistant with email, text, phone, and Slack communication. Introduction.
The request to the Righthand
Compare the supplied budget and estimate scope.
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Send the excess and added equipment.
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Get approval before you accept the offer.
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Send the owner the result in this conversation.
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Get approval before you change an accepted commitment.
The assistant reads the sources for their different meanings. It compares the relevant facts and sends the difference to the owner.
If the request permits contact, the assistant sends the identified question to the supplied recipient. Send the reply to the person responsible for the decision.
An illustrative result
The estimate exceeds the approved amount and adds a second speaker system.
The owner selects a reduced offer or a separately approved budget change.
Set access and authority for the actual task
Supplied source material can be sufficient for the first procedure. For direct account access, a connection with the applicable operation and Righthand access is necessary. Connections.
For an external action, identify the recipient and task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
Try the difference with one case
- Give the assistant one example of each source.
- Include a difference that affects the task.
- Compare the returned difference with both sources.
- Make sure that the test recipient receives a permitted message.
- Examine the work in Activity.
A satisfactory result must keep the difference and identify the next owner decision. It must not silently replace one source with the other.
When another approach is sufficient
A direct record or a human review can be sufficient when it gives the answer and no further conversation is necessary. A Righthand is an alternative when you want responsibility for the next information request and decision handoff.