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Create a Budget Line Item


To add a new line item to the budget tab.

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' on the project's Budget tool.
  • Additional Information:
    • To edit the Original Budget amount for an unlocked budget, first ungroup the line items. 
    • If the budget is unlocked, you can add a new line item and specify an "Original Budget" value of any amount. 
    • If the budget is locked, you can add a new line item, but the "Original Budget" amount must be $0.
    • Once a budget is locked, you can create budget modifications to reallocate funds, as necessary. See Create a Budget Modification.
  • Limitations:
    • You cannot create a new line item if an item already exists in the budget with the same Cost Code and Category combination.
  • If your company has enabled the ERP Integrations tool:


  1. Navigate to the project's Budget tool. 
  2. If your budget is locked, click the + Create Budget Line Item button in the right pane.  If your budget is unlocked, skip to Step 3.
  3. Use the drop-down menu pickers to add a new line item. 

  4. Click the +Add button.
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Last modified
09:21, 4 Oct 2017



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