You are here: Run > Financial Management > Budget Centers > Edit a budget center record

How to edit a budget center record

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.

  1. From the main menu, select Run > Financials > Budget Centers. The Budget Centers page is displayed.

  2. Click the record identifier in the ID column to display the selected record.
  3. Click the tab you want to view or edit. The General tab is displayed by default.

    Tab Description
    General

    Displays details of the selected record. For more information, see General tab.

    Workflow

    Displays the workflow for the selected record. For more information about the workflow, see Budget center workflow.

    Budgets

    Displays any relevant budgets for the selected record. For more information about the budgets, see Budgets.

    Cost centers

    Displays any relevant cost centers for the selected record. For more information about the cost centers, see Cost Centers.

    Discussions

    Displays any relevant conversations about the selected record. For more information about discussions, see Discussions.

    History

    Displays changes to the selected record. For more information about history, see History.

  4. Save your changes.

General tab

This tab includes the following sections:

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