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Line Cap​

What is a Line Cap​

A Line Cap is a numerical limit applied to a specific line in the budget. It restricts the line’s sub-total to a maximum value, regardless of ongoing budget updates. While the underlying calculations on the line continue to update in the background, the displayed and effective amount will not exceed the Line Cap value.

How to create a Line Cap​

Step 1 - Right Click on a Line and select Add Line Cap to launch the Add Line Cap Modal:

Add Line Cap

Step 2 - Enter an amount to cap the Line to and press 'Add':

Apply Amount and Add

Your Line Cap is now active.

Line Cap Indication​

Line Caps are visually represented with an icon to indicate which lines have an active cap applied. To display Line Cap icons in the budget, enable the Line Cap column via the Column Header Options Menu.

There are two possible icon states:

• Grey Icon – A Line Cap is applied to the line, but the limit has not yet been reached.

Line Cap Applied

• Red Icon – The Line Cap limit has been reached, and the cap is now being enforced.

Line Cap Enforced

Editing or Removing a Line Cap​

To edit or delete a Line Cap, access the Line Cap modal by either clicking on the Line Cap icon or right clicking on the line and select Adjust Line Cap.

Adjust Line Cap

Remove Line Cap

Editing a Line Cap To make changes, adjust the Amount field and click Add to save the updated cap.

Deleting a Line Cap To remove the Line Cap from the line, click Delete within the modal.

View Line Cap Status​

When a Line Cap is applied, clicking on the line will display both the current calculated amount and the cap limit in the Line Cap Heads-Up Display (HUD) for quick reference.

Line Cap HUD

The Line Cap block in the HUD displays both the current Line Cap amount applied to the line and the total amount currently on the line:

Line Cap HUD Overview