Reopen Budgets

You can reopen one or more budgets that have already been approved.

To reopen a budget:

  1. Go to Approvals > Approve Job Budgets.
  2. Use the Selection Criteria panel to specify the budgets you want to view in the workspace.
  3. Toggle on Show Lines to display the lines in the table.
  4. To reopen one or more budgets:
    1. Select the Reopen checkbox on each line you want to include; OR
    2. From the Mark Lines dropdown list, click Mark for Reopening to automatically select budgets that can be reopened.
  5. From the Other Actions dropdown list, click Reopen Budgets.