Attach Forms to Budget/Line Items

To attach forms to budgets

  1. Go to the Budget Details page.

    2. For more information, see Access the Budget Details Page.

  2. To attach forms to budget line items, click the line item number.

    3. —Or—

    To attach forms to the budget, go to step 3.

  3. Click the Forms tab.
  4. Click Attach Forms. The Attach Forms from [Project Name] filter displays.
  5. Filter for the forms you want to see.

    6. Results display in the table below.

  6. Select the check box next to the form(s) you want to attach.
  7. Click Attach.