This popup form can be accessed via the options menu in the top header area of the budget view page, as shown in Figure 1. Alternatively you can access the move popup form via the actions column menu of the Budgets tab at the programme, project, sub-project, or change request view pages, as shown in Figure 2.
Figure 1 – Access via options menu
Figure 2 – Access via budget tab
This popup is shown in Figure 3 and is used to move an existing budget.Figure 3 – Move budget form
Use the tree navigation layout to select the new parent asset. You can show or hide levels or sub-levels by clicking on the expand or collapse icons.Select the name of your desired parent asset and if you are happy with the selection click on the “Move budget” button at the bottom of the form.Note: names with a cannot be selected.If you do not want to move this budget anymore then you can click on the “Cancel” button to close the form.