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Contingency Source Admin

Overview

Contingency Source files define the lookup tables used when calculating contingency on cost estimates. A contingency source is a named file containing individual contingency line items; each line represents a named risk factor (Source × Type combination) and its associated value. Projects are assigned a contingency source file in Project Settings, and those line items drive what appears in the Risk Factors sections of the Budget Form.
The label “Contingency” throughout Dash360 is configurable via the ContingencyLabel registry setting. On some installations this feature may be labeled differently (e.g., “Risk Factor”). All page titles and button labels reflect the configured label.

Permissions

Administrator role required.

Contingency Source File List

The Contingency Source page displays all source files in a list. Each row shows:

Status Indicators


Contingency Source File Fields

Creating a Source File

  1. Click Add a New [Label] Source.
  2. Enter a Name and optional Description.
  3. Click Save & Close or Save & Add Another.
  4. Add contingency line items next by clicking the [Label] Items link on the new file’s row.

Editing a Source File

Click the Edit icon on any source file row. The modal opens pre-filled. You can update the name and description.

Copying a Source File

Click the Copy (process) icon on any row. Enter a name for the new file and click Copy. The copy includes all contingency line items from the original file.

Deleting a Source File

Click the Delete icon on any row. Before deletion proceeds, Dash360 checks which projects reference this file. A confirmation dialog lists the affected projects and record counts before you confirm.
Deleting a contingency source file also deletes all contingency assignments that reference it across all affected projects. All risk factor values entered on Budget Form resource assignments using this file will be cleared. Review the impact list carefully before confirming.

Contingency Items Panel

Click the [Label] Items link on any source file row to expand the Contingency Items panel below the list. This panel shows all line items defined in that source file.

Items Panel Columns

The Add Item button in the panel is hidden when the source file is locked (used by a project with locked cost classes) or shared across multiple projects.

Contingency Line Item Fields

The Source and Type fields are permanently locked after a line item is saved. They are disabled in the Edit modal and cannot be changed. The Source + Type combination forms the identity used in contingency assignments across all projects; changing them would corrupt existing assignment data. If you need a different Source or Type, add a new item and delete the old one (after reviewing the impact).

Adding a Contingency Line Item

  1. Click the [Label] Items link on a source file row to open the panel.
  2. Click Add [Label] Item.
  3. Enter the Source, Type, Value, and Description.
  4. Click Save & Close or Save & Add Another.

Editing a Contingency Line Item

Click the Edit icon on any item row. The edit modal opens with Source and Type pre-filled but disabled (read-only). Only Value and Description can be updated. Before saving, if this item is already in use by any project’s contingency assignments, a confirmation dialog shows the affected projects and record counts. Click Save Item to proceed or Cancel to abort.

Deleting a Contingency Line Item

Click the Delete icon on any item row. A confirmation dialog shows which projects have contingency assignments referencing this item. Click Delete Item to confirm. Deletion sets the contingency value to 0 and clears the description on all affected contingency assignments across the associated projects.

History Tracking

When history tracking is enabled (controlled by the EnableHistoryTracking registry setting), a History icon appears on each source file row. Click it to see a full audit trail of all changes to the source file and its line items; with timestamps and the user who made each change.

Assigning to Projects

Creating a contingency source file here makes it available globally. To assign it to a specific project, configure the project’s Contingency Source setting in the Project Settings. The registry settings on the project control whether contingency is applied at the work package level, the resource assignment level, or both.

Impact on the Rest of the System