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Creating and modifying a budget is critical for a project. A specific budget will show the total cost of the combined projects. Users You 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.

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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.

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title	⦿ How to Inactivate a Budget

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

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Creating a Budget

Inactivate a Budget