Editing Budgets

To edit a Budget, access Budgets for the desired program / project, click the Edit hotlink.  Additional actions are:

• Edit – Pencil Icon
• Clone – Double Paper
• Archive – Arrow
• Delete – “x”

 

TIP:  Archived Budgets are visible in the lower part of the view under “Archived Budgets”.  Archived budgets will not appear in the list as an option when assigning a budget to transaction requests.  

To view the budget’s remaining value, hover over the status bar.  To view transactions assigned to the budget, click the status bar.