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Create a Missing Budget Line Item

Objective

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. 

Background

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:

Steps

  1. Navigate to the project's Budget tool. 
    The Budget page appears.
  2. On the Budget tab, under Create New Budget Line item, do the following:
    1. Cost Code. Select the desired cost code from the list.
    2. Cost Type. Select the desired cost type.
    3. Original Budget. Enter the original budget amount. 
      Note: To assign a value to the Original Budget, the budget must be unlocked (see Unlock a Budget). If the Budget it locked, you can transfer money into this code via a change order or budget modification. 


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

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