Edit a Budget

You can edit a budget to add or modify information regarding your expenses on the job. However, if it has already been submitted or approved, the budget will be reopened and will go through the approval process again.

To edit budget lines:

  1. Under the Jobs menu section, go to Jobs ยป Budgeting workspace.
  2. Use the search filter and/or the Search field to select a job.
  3. Click the tab you want to update.
  4. Edit the lines in the table as needed.
  5. If you want to revert your changes, click Revert. Otherwise, click Save or press ENTER.