Manage budget items

Admin users can add, update, copy and delete items. Items are specific things that need to be purchased to achieve your organizations goal. They are tied to buildings, budgets, and projects.

To add a budget item:

1. Click Budget Items. The Budget Item Management page appears.

   

2. Click Add Budget Item. The Add New Budget Item page appears.

   

3. Do the following:

          a.  Enter a Name.
          b.  Enter a Description.
          c.  Select the desired Status.
          d.  Choose a Date. If this is the final application date, select the checkbox.
          e.  Select a System.
          f.  Select a Subsystem.
          g.  Select an Asset Type.
          h.  Select a Building.
          i.  Select all Assigned Department(s) related to the budget item.
          j.  On the Planning tab, select one of the following:

                    • Initiative

                    • Project
          k.  On the Funding tab, select on of the following:

                    • Assigned Funding Source(s)
                    • Budget Allocations

4. Click Save.

To manage an existing department:

1. Click Budget Items. The Budget Item Management page appears.

2. Next to the budget item you want, do any of the following:

   To...	Then...
   Edit a budget item	a.  Click .  The Edit Budget Item appears. b.  Make any desired changes. c.  Click Save.
   Delete a budget item	a.  Click .  A pop-up appears. b.  Click Yes.