Working with Change Reason Codes

In managing reason codes, you are able to add, edit or delete new and existing reason codes. The Apply Approved Change To option allows you to choose whether the reason code will be applied to approved changes or to the original budget amount. For more information, see Reason Codes.

The procedures below apply to both budget and commitment change reason codes. The following sections are included in this topic:

• Use Default Budget/ Commitment Change Reason Codes
• Add Budget/Commitment Change Reason Codes
• Edit Budget/Commitment Change Reason Codes

To use default budget commitment change reason codes

1. Go to the Cost settings.
2. Expand Reason Codes.
3. Click Budget Change or Commitment Change. The Manage Budget/ Commitment Change Reason Codes page displays.
4. Click Use Defaults.

To add new budget or commitment change reason codes

1. Go to the Cost settings.
2. Expand Reason Codes.
3. Click Budget Change or Commitment Change.

The Manage Budget/Commitment Change Reason Codes page displays.

4. In the Reason Code field, enter the name of the new reason code.
5. Click the Apply Approved Change To drop-down arrow and make a selection.
6. Enter a description in the Description field.
7. Click Save.

To edit budget or commitment change reason codes

You have the ability to modify reason code names, description or to which change the code will apply; whether approved budget changes or to the original budget.

1. Go to the Cost settings.
2. Click Reason Codes.
3. Click Budget Change or Commitment Change. The Manage Budget/Commitment Change Reason Codes page displays.
4. Click the Edit link located to the left of the item you want to modify.

The fields of the selected item become editable.

5. Make any of the following changes:
• Change the name of the code in the Code field.
• Change the description of the code in the Description field.
• Click the drop-down arrow in the Applies To column and select either Approved Change or Original Amount.
6. Click Save.