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Add Ad Hoc Budgets

Ad hoc Budgets can only be created if the Project instance has not been associated with an existing Budget created through the Budget Manager. If a Project has been associated with a Budget, then an ad hoc Budget cannot be created. Ad hoc Budgets are meant to be specific Budgets for a given Project, whereas a Master Budget can be applied to any number of Projects.

  1. Navigate to a Project home page.

  2. On the Project home page, click the Budget tab.

  3. Click Create Budget.

    The Budget is created.