Add Budget Line Item Custom Fields

Budget line item and equipment item custom fields are necessary if you plan to associate equipment items to your budget. Doing so allows you to incorporate equipment purchases into the overall project budget. Only a single budget line item custom field is required to establish this relationship. The custom field can only be of type drop-down or multi-pick list. For more information, see About Cost Integration Settings.

To create budget line item custom fields

1. Go to the Setup.
2. In the Administration Tools section, click Cost.
3. Click Custom Fields, and then Budget Line Items.
4. Click Add Field.
5. Select the Drop Down List or Multiple Pick List radio button and click Next.
6. Enter a name for this custom field in the Field Label field.
7. Enter values for this custom field.
8. Complete all other necessary fields.
9. Click Next to preview the field.
10. Click Save.