Add a Budget Change

Add budget change requests when costs needs to be adjusted.

To add a budget change request:

  1. In the object selector, select a project or program.
  2. In the sidebar, hover over Cost and Funds and select Budget.
  3. Select the Changes tab.
  4. On the Changes tab, select Add.
  5. On the budget changes list, and in the Details panel, enter the new information for the budget.

    Complete the following fields based on your cost category types:

    • CBS Code: Select a CBS code for the budget line item.
    • (Optional) Cost Category: Select the cost category applicable to the budget line item.
    • Cost: Enter the cost of the budget line item. Cost can be entered manually or calculated using the calculation fields.
    • (Optional) Labor Rate: Enter the cost per labor hour of the budget line item.
    • (Optional) Unit Rate: Enter the cost per Unit of Measure of the budget line item.
    • (Optional) Quantity: Enter the expected amount of each budget line item needed to complete the required work.
    • (Optional) Hours: Enter the hours required to complete the budget line item. This field is only editable for budget line items with a cost category of labor.
    • (Optional) Unit of Measure: Select the type of measurement used when determining quantity for the budget line item.
    • (Optional) Production Rate: Enter the number of hours per unit of measure of the budget line item.
  6. Select Save.