CIPAceTM HelpManage Project Budgets |
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Navigate Here: Projects > Browse Implementation Projects, select a project and click the Budgets tab
You can browse and manage the budget Line Items associated with the current implementation project on the Budgets tab.
A brief summary of each budget line item is displayed in the table. The summary includes Approved Date, Fiscal Year, Associated Project, Fund, Currency, Budget Amount, and Budget Status. You may sort the records by clicking the linked column headers. If there are too many records to be displayed on one page, you can use the navigation control to view the other pages, or you may increase the number of records per page.
You can quickly find the budget line items you want by using the search function. Enter search conditions in the search fields and click the Search button. The budget line items will be filtered and the table will display the records that match the search conditions. Click the Reset button to clear the latest inputs.
Note: ❑ The Associated Project field will be default to the current project and cannot be changed.
❑ The Budget Status will be default to Approved and Pending Change, you can select other statuses by clicking the Lookup icon
❖ Approved: Indicates that the budget line item Initial records and all change record(s) are approved. ❖ Pending Change: Indicates that a budget line item has unapproved change record(s).
Click the icon
Click the Delete icon
Click the Add icon
You can select budget line item(s) by their checkboxes and click the Transfer Selected Budget(s) icon
You can select budget line item(s) by their checkboxes and click the Delete Selected Budget(s) icon
You can select budget line item(s) by their checkboxes and click the Add Budget Amendment Request icon
You can select budget line item(s) by their checkboxes and click the Automated Budget Carryover icon
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