Modifying a budget
To modify a budget, proceed as follows:
Procedure
1. Go to the Budget details > Budget modifications step.
2. On the action panel, click Add Budget changes/Add Budget transfers.
3. Complete the fields in the data panel.
For information on the available fields, refer to
Budget modification data fields.
4. Click Save.
Budget modifications can have the following statuses: Initial, Approval requested or Approved/Rejected.
◦ Budget amounts can be modified only in the Initial status.
◦ A budget modification can be approved only when the involved budget(s) is in the Open status.
◦ For a budget transfer, both source budget and destination budget should be in the Active status.
◦ There can only be one change or transfer at a time for a budget.
◦ Deleting budget changes/transfers is not possible once the change moves out of the Initial status.
◦ Any changes on budget modifications can be registered as budget modification history.