Manage budgets

Admin users can add, update, and delete budgets. Budgets are subsets of a funding source. A funding source can have multiple budget lines associated with it.

To add a new budget:

1. Click Budgets. The Budget Management page appears.

   

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

   

3. Do the following:

          a.  Enter a Name.
          b.  Enter a Status.
          c.  Enter a start and end date.
          d.  Select a System.
          e.  Select a Building.
          f.  Select all the Assigned Department(s) that can use this funding.
          g.  Select the Funding Source.
          h.  Select the Maximum Allowed for this specific budget.

4. Click Save.

To manage an existing budget:

1. Click Budgets. The Budget Management page appears.

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

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