How to edit a budget center record

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

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.

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

Click the record identifier in the ID column to display the selected record.

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.

Save your changes.

General tab

This tab includes the following sections:

Details

Field	Description
Title	External (common) name of the budget center.
Description	Description that captures the details of the budget center.
Parent	Parent budget center of the current budget center record.
Code	Internal code for the budget center.
Created by	The name of the user who created the budget center.
Creation Time	The time that the budget center record was created.

Field

Description

Title

External (common) name of the budget center.

Description

Description that captures the details of the budget center.

Parent

Parent budget center of the current budget center record.

Code

Internal code for the budget center.

Created by

The name of the user who created the budget center.

Creation Time

The time that the budget center record was created.

Attachments

Click

Add attachment if you want to attach a file to the record.

Note

The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z.
The maximum file size of an attachment is 10 MB.
If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record.
Attachments are not visible in the Service Portal.