Managing Custom Budget Versions

You can update an approved custom budget only after creating a new version of the approved budget.

Warning:

Do not delete an approved custom budget record.

To create a new version of a custom budget:

1. Go to Budgets > Enter Custom Budgets > List.

2. On an approved budget line, click View.

3. From the Actions list, select Make Copy.

4. Make appropriate changes to the custom budget.

   Note:

   Do not make any changes in the Budget Method and Period Range fields.

5. (Optional) To approve the changes, from the Status list, select Approved.

6. Click Save.

For the latest version of a budget, the Active Version box is automatically checked.

For the first version of a budget, the First Version box is automatically checked.

The Budget Group ID field shows the id for the custom budget. The id remains same across different versions of a custom budget.

Related Topics

Creating a Custom Budget in Expense Commitments and Budget Validation

Guidelines for Importing Custom Budgets Using CSV Files

General Notices