Page Comparison

Creating and modifying a budget is critical for a project. A specific budget will show the total cost of the combined projects. Users can add multiple projects to one budget or spread projects over multiple budgets. Budgets are created by a user with Financial Manager or Financial Manager Administration Permission.

Note
You must have a budget associated with a project before you submit for approval.

Creating a Budget

Creating a budget requires three sections to be filled out. This information is saved under the Budgets Tab. Once a budget has been created, when a project is created, the selection for budget appears.

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to Create a Budget

Navigate to the Budgets Tab
Enter a budget name.
Provide an open and close date for the budget.
Enter specifications related to the budget.
Click the Create Budget button.

Inactivate a Budget

Budgets cannot be deleted but instead the option to make budgets inactive. Once a budget has become inactive, it cannot be selected for future projects. An inactive budget that is associated with current and past projects will not be influenced.

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to make an Inactive Budget

Navigate to the Budgets Tab.
Locate the budget that needs to be inactive.
Click the Make Inactive button.
Click the Confirm button.

Live Search

spaceKey	SCU
additional	page excerpt
placeholder	Search our Knowledge Base
type	page

Panel

titleColor	#ffffff
titleBGColor	#5fa7d0
borderStyle	groove
title	In this Article

Table of Contents

maxLevel	3
minLevel	2
indent	20px

Panel

titleColor	white
titleBGColor	#75a346
title	Related Articles

Filter by label (Content by label)

showLabels	false
max	8
showSpace	false
sort	title
cql	label = "label" and space = currentSpace ( )

Versions Compared

Old Version 7

New Version 8

Key

Creating a Budget

Inactivate a Budget