Managing Budget Items

As an ML Plan Admin you 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 begin, select Budget Items from the left-side navigation menu.

To Add a Budget Item:

1. Select the Add Budget Item button ().

2. Fill out the information on the budget item form. 

Name: Enter the name of the budget item. 

Description: Enter the description of the budget item.

Status: Select the status of the budget item.

Date: Choose a date related to the budget item. If this is the final application date, be sure to select the checkbox. 

System: Choose a system related to the budget item.

Subsystem: Choose a system related to the budget item.

Asset Type: Pick an asset type related to the budget item. 

Building: Pick the building that is related to the budget item. 

Assigned Department(s): Choose all departments related to the budget item. 

Planning Tab

• Initiative: Select the respective initiative for this specific budget item. 
• Project: Select the respective project for this specific budget item. 

Funding Tab

• Assigned Funding Source(s): Choose all funding sources related to the budget item. 
• Budget Allocation(s): Allocate budgets to a specific budget item. 

3. Click Save. 

Note: You can save a Budget Item and return to it at any time. However, the roadmap report will display accordingly if there is missing information.  

To Edit an Item:

1. Click the edit icon ().

2. Update the necessary fields.

Note: Selecting a System will allow you to choose a corresponding Sub System. Selecting a Sub System first then a system will reset those fields. Each System has its own set of Sub Systems.   

3. Click the save button.

To Delete an Item

1. Click the delete icon ()

2. Your web browser will display a confirmation page. Click Yes.