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.
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