How to edit a budget line 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 Lines. The Budget Lines 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 line workflow.
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 line.
Description	Description that captures the details of the budget line.
Created by	The name of the user who created the budget line.
Creation Time	The time that the budget line record was created.
Budget type	The type of expenditure.
Budget	Budget for the budget line.
Account code	Internal code used for accounting.
Accounting period	Accounting period for the budget line.
Amount	The amount of the budget line.
Currency	The currency used for the budget line.
Threshold	Threshold of the budget line.
Project	The project, if any, to which the budget line belongs.
Program	The program, if any, to which the budget line belongs.
Portfolio	The portfolio, if any, to which the budget line belongs.

Field

Description

Title

External (common) name of the budget line.

Description

Description that captures the details of the budget line.

Created by

The name of the user who created the budget line.

Creation Time

The time that the budget line record was created.

Budget type

The type of expenditure.

Budget

Budget for the budget line.

Account code

Internal code used for accounting.

Accounting period

Accounting period for the budget line.

Amount

The amount of the budget line.

Currency

The currency used for the budget line.

Threshold

Threshold of the budget line.

Project

The project, if any, to which the budget line belongs.

Program

The program, if any, to which the budget line belongs.

Portfolio

The portfolio, if any, to which the budget line belongs.

Note The currency used for the budget line is the PPO basic currency. To change the currency, see Application settings.

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.