Modifying an Existing Budget
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.
Note: You can also create budget change requests for a project or WBS element from the Budget Log detail window of the Activities page.
- In the Budget Log detail window:
- Click Add (Ins) to add a budget log line item.
- 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.
- On the EPS page, click Save.
Tips
- 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.
Related Topics
Last Published Tuesday, November 26, 2024