Modify Budget Lines

The following depicts the online modification of amounts of budget lines at multiple budget levels. To perform the same updates to a single level structure or for a single budget line on a multi-level structure, the rollup step below would not be necessary.

To modify budget lines, perform the same steps in the Create Budget Lines task to the point of entering data on the new budget line inserted:

  1. Set the Action to Modify.

  2. Set the Event Type field to Amend (BG03 for spending budgets, BG25 for revenue budgets, or BG22 - Award for reimbursement budgets).  If there is another event type to be used, manually enter the value or use the pick.

  3. Enter a Dollar Amount for the modified budget line.

  4. Enter values in each of the COA fields that define the existing budget line. Use any picks as necessary. None of these fields can be left blank.

  5. No other fields are mandatory but can be populated if desired.

  6. Repeat steps 1 to 5 as needed to create additional budget lines or use Copy and Paste actions to create additional lines, changing fields on copied lines as necessary.

The modification scenario picks back up at the ‘Rollup Lines’ step of the create scenario.