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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. 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
  1. Navigate to the Budgets Tab
  2. Enter a budget name.
  3. Provide an open and close date for the budget.
  4. Enter specifications related to the budget.
  5. 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
  1. Navigate to the Budgets Tab. 
  2. Locate the budget that needs to be inactive.
  3. Click the Make Inactive button. 
  4. Click the Confirm button. 


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