Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Occasionally you may need to modify the amounts for a Budget line item. This is a achieved with a Budget Variation.

Image Removed

To create a budget variation

Image Added

1. Click on the budget line you want to add the variation to.

...

3. Give the variation a descriptive Title.

4. If there is an approval process select Pending Approval as the status.

...

7. Repeat until all line items are added.

8. Click submit.

Linked Budget Line option

Image Removed

If checked, the variation will display an extra column to a variation which allows headings / rows to select a budget line item from a drop down.

Then when using the allocate to budget utility, it will default based on these selected lines.

...

.

...

Info

Variations will show in the Proposed adjustments column until approved, whereby they will move to the approved adjustments column.

...