Edit Budget

On the Budget Creation page you can:

To open the Budget Creation page, click Budget Creation in the Actions menu on the rightmost side of the page.

Edit column details

Click Edit in the Actions column of the record.

A window opens.
Make your changes.

Important!
One of the values you can edit is the Status field. Certain statuses may lock your budget type and prevent you from further editing the budget values. Ensure that you select the proper status value.
Do one of the following:
- Click Update.
  
  The window closes.Your changes are saved.
- Click Update and View Values.
  
  The window closes. The budget type's Values page opens.

Important!

Certain statuses lock your budget type and prevent you from editing the budget values.

Click Status link in the Actions column of the budget type you want to edit.

The dialog box closes.
Select the appropriate status from the Status field.
Click Update.

The window closes.Your changes are saved.

Click Values link in the Actions column of the budget type you want to edit.

The budget editor page opens.
Double-click the item you want to edit.

The line becomes editable. The items you can edit depend upon the settings of your user class.
Enter the appropriate values in the following fields:
- Comment
- Quant: Enter the quantity of the line item.
- Units: Select the units from the field.
  
  Create a new group or category.
- Unit Cost: Enter the unit cost of the line item.
Click Update.

Your changes are saved.
Repeat steps 3 - 5 as necessary.

Click Delete link in the Actions column of the budget type you want to delete.

A dialog opens, asking you to confirm your choice.
Click Yes.

The dialog box closes. The budget column is deleted.