The Budget section provides FPOs with tools to manage a project's financial budget. The FPO enters the initial budget and can then update the budget by adding updated budget records. An FPO can delete or modify the most recent budget record at anytime.
Figure 1 – Budget History
Topics:
1. Select Home from the top navigation bar.
2. Select a project from the ‘My Projects’ list.
3. Select Budget from the Active Project Menu. The Budget History screen will be displayed (Figure 1).
Figure 1 - Budget History
4. Click the Add New button to add the first budget record, Initial Budget. The Initial Budget screen will be displayed (Figure 2).
Figure 2 – Initial Budget
5. Enter related budget numbers in the Initial Amount column.
6. Click the Calculate button to display the read-only total fields. The Initial Budget screen with calculated totals are displayed (Figure 3).
Figure 3 - Initial Budget
7. Click the Save button retain the Initial Budget record.
1. Select Home from the top navigation bar.
2. Select a project from the ‘My Projects’ list.
3. Select Budget from the Active Project Menu. The Budget History screen will be displayed (Figure 1).
Figure 1 - Project Contact Information
4. Click the Add New button to add the first budget record, Initial Budget. The Budget Change screen will be displayed (Figure 2).
Figure 2 - Budget Change
5. Enter the value of change in the Change column for those line items requiring modification. To subtract a dollar amount from a line item, enter a minus sign in front of the value of change.
6. Click the Calculate button to display the read-only total fields. The Budget Change screen with calculated totals are displayed (Figure 3).
Figure 3 - Budget Change
7. Click the Save button retain the Budget Change record.
1. Select Home from the top navigation bar.
2. Select a project from the ‘My Projects’ list.
3. Select Budget from the Active Project Menu. The Budget History screen will be displayed (Figure 1).
Figure 1 - Budget History
4. Click the arrow icon next to a budget record to view or edit. Only the most recent budget record will be modifiable. The Initial Budget screen or Budget Change screen will be displayed depending on the budget record selected (Figure 2).
Figure 2 - Current Budget
5. To edit, enter values of change in the Change column.
6. Click the Save button retain the changes to the record.
1. Select Home from the top navigation bar.
2. Select a project from the ‘My Projects’ list.
3. Select Budget from the Active Project Menu. The Budget History screen will be displayed (Figure 1).
Figure 1 - Budget History
4. Click the arrow icon next to the most recent budget record. Only the most recent budget record will be deletable. The Initial Budget screen or Budget Change screen will be displayed depending on the budget record selected (Figure 2).
Figure 2 - Current Budget
5. Click the Remove button to delete the current and most recent budget record.
6. To delete a budget record that is not the most current record, open and delete all records after the desired record.