Reallocating Budget Amounts to a New Line

To reallocate budget amounts to a new line from the Edit WB tab of the Edit Work Breakdown page:

  1. Select the line above the location where you want the new line to appear.

    The selected line displays in yellow.

  2. Select the Add New Line button.

    A new line displays in the table below the previously selected line. Its cells are empty.

  3. In the new line, enter a phase code, description, and adjustment amount.
  4. Continue adjusting the budget.

    You must reallocate the Adjustment amount to the new line from another budget line. Enter a negative number in the Adjustment Amount column of the line (or lines) to be adjusted down, or decreased.

  5. Select the Save Changes button.

    A Status page confirms the application saved your changes.

  6. (Optional) From the Status page, select the here link to return to the Work Breakdown page so you can review your changes. Verify the amounts are correct and the Work Breakdown is in balance.