Skip to main content

Create a Missing Budget Line Item (CBF)


To add new line items to the budget that are associated with financial line items with a cost code/category combination that's currently not represented in the budget. 


During the lifecycle of a project, financial line items may introduce line items that were not included in the original budget, often times by mistake. 

The warning banner gives users a chance to review financial line items that have a non-budgeted cost code and/or category prior to adding them to the budget in the event the cost code and/or category was mistakenly selected.

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' on the project's Budget tool
  • Additional Information:
    • You can create missing budget line items to a locked or unlocked budget.
  • If your company has enabled the ERP Integrations tool:


  1. Navigate to the project's Budget tool. 
  2. Click the Create Budget Line Items button.
  3. Select the cost code and and category for the missing budget line item. You can assign a value to the Original Budget if the Budget is unlocked, or you can transfer money into this code via a change order or budget modification if the Budget is locked.

  4. Click +Add.
  5. The line item is now added to your budget. 

See Also


  • Was this article helpful?