Creating Budget Change Requests

Create budget change requests when seeking approval to proposed changes to an EPS, project, or WBS budget.

As projects progress, changes in scope, resource reallocation, funding additions/withdrawals, or other factors that affect original budgeted amounts, often occur. The Budget Log detail windows enable you to track modifications that affect the budget. This log also provides a clear indication of the who, what, when, where, and why behind the change.

To create a budget change request:

Click Projects.
On the Projects navigation bar, click EPS.
On the EPS page, select an EPS or project and click the Budget Log detail window.
1. In the Budget Log detail window:
  - Click Add to add a budget log line item.
  - In the Date field, select a date.
  - In the Amount field, enter a currency value.
  - In the Responsible field, enter the name of the responsible person or department.
  - In the Status list, select a status value for the proposed change.
2. On the EPS page, click Save.

Tips

You can also create budget change requests for a project or WBS element from the Budget Log detail window of the Activities page.
In general, you should contact the person listed in the Responsible field to determine if the request is Approved or Not Approved.
Enter a reason for the proposed change in the Reason field. The program manager of the affected EPS node or the project manager of the affected project can append this field with a reason for approval or denial.

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