Managing Budgets

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

To Add a Budget:

1. Click the Add Budget Button ()

2. Enter the organization to which the budget applies, link it to an existing funding source, provide a name, and a description.

Name: Enter the name of the budget.

Status: Enter the status of the budget.

Start Date: Enter the start date for the budget.

End Date: Enter the end date for the budget.

System: Select the respective system associated with the budget.

Building: Select a building that is related to the budget. 

Assigned Departments: Select one or more departments that can utilize this funding source.

Funding Source: Select the funding source related to this particular budget.

Maximum Allowed: Enter the maximum amount for this specific budget. 

3. Click Save. 

To Edit a Budget

1. Click the edit icon ().

2. Update the necessary fields.

3. Click the save button.

To Delete a Budget

1. Click the delete icon ()

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

Note: Budgets can only be deleted if there are no items.