Edit Line Item Details Page

The Edit Line Item Details page allows you to change the details of a budget line item. Once a line item amount has been added and approved, it cannot be changed. A budget change is required to make changes dollar to amounts. The details that can be modified are the account code, account description, and, if funding is enabled on the budget level, a different funding rule can also be added.

Fields and Buttons

A description of the fields and buttons located on this page is provided below:

• Save: Click to save changes.
• Cancel: Click to cancel changes. All unsaved changes will be lost.
• Account Code: Click to select a different account code to associate the budget line item to. If a text field displays, enter a description for this line item. The text field will appear only if the account code segment was not configured as a drop-down menu by your account administrator. For more information on this setting, see Manage Account Codes.
• Description: Enter a description for the budget line item in this field.
• Assumption: Enter an assumption in this field. An assumption refers to factors that were taken into account to arrive to the budget line item amount. For example, if the cost of lumber is $45 per unit and estimate the 600 units will be needed.
• Amount: Displays the amount of the budget line item. This amount cannot be modified once approved. To change this amount, you must submit a budget change.
• Funding Rule: Displays only if funding is enabled on the budget level. Click this drop-down arrow to select a funding rule. Click the “Add” link to create a custom rule. For more information on this feature, see About Funding Rules.
• Allow Charges: Selected by default. If selected, invoices can be added toward this budget line item. If you clear this check box, you will not be able to add invoices toward this item.
• Approval Required For Changes: Select to require approval if this item is included in a net-zero budget change and the person submitting the change has Add/Edit Budget permissions, but not budget approval privileges. This setting coincides with the cost setting to allow users with add/edit budget permission to approve net $0.00 budget changes. This check box must be selected on the account level in order for this to take effect on individual line items. See Cost Settings Page for instructions on accessing this page.
• Custom Fields Tab: Click to view a list of budget line item custom fields. These custom fields are added by the account administrator and are filled out when adding a budget line item. For more information on managing Cost custom field, see Cost Custom Fields.
• Documents Tab: Click to attach documents to the budget line item or view any existing documents that may already be attached. If you have the proper permissions you can also remove attached documents from this tab.
• Forms Tab: Click to attach forms to the budget line item or view any existing forms that may already be attached. If you have the proper permissions you can also remove attached forms from this tab.
• Processes Tab: Click to attach processes to the budget line item or view any existing forms that may already be attached. If you have the proper permissions you can also remove attached forms from this tab.