Edit budget or sub-group form

This popup form can be accessed via the Edit button iconedit button in the top header area of the budget view page, as shown in Figure 1. Alternatively you can access the Edit iconedit popup form at the bottom of the Budgets tab at the Programme iconprogramme, Project iconproject, Subproject iconsub-project, or Change requests iconchange request view pages, as shown in Figure 2.

Figure 1 – Access via edit button  

Figure 2 – Access via budgets tab

This popup is shown in Figure 3 and is used to edit an existing budget or sub-group for the selected asset.

Figure 3 – Edit budget form

This form has the following fields:
Parent asset: This read-only field shows which programme, project, sub-project, change request, budget or sub-group the budget or sub-group is under.
Reference*: Use this field to edit the unique reference for your budget or sub-group. The reference must stay unique across the whole parent asset.
Description: You may enter or edit the description of this budget or sub-group here.
*The reference field is mandatory, but all others are optional. Once you are happy with your entries click the “Update budget” button at the bottom of the form. This will update the budget or sub-group with the details that you supplied. Click the “Cancel” button if you no longer want to update the budget or sub-group.