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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.



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