Changing the Amount on Budget, Budget Line, and Drawdown

Greytrix Budget Planner provides a simple way to modify the allocated amounts associated with a Budget, Budget Line Item, or Drawdown.

Changing Budget and Budget Line Amounts

To modify the allocated amount of a Budget or Budget Line Item:

1. Open the required Budget Summary or Budget Line Summary screen.

2. Click the Change option.

3. Update the required amount values.

4. Save the changes.

The updated values will be reflected in the respective Budget or Budget Line records.

Changing Drawdown Amounts

For Drawdowns, only the associated currency value can be modified.

To change a Drawdown amount:

1. Open the required Drawdown record.

2. Access the approval workflow.

3. Modify the amount value on the confirmation screen.

4. Save the changes.

Note:

• Drawdowns that have already been approved cannot be modified.

• Changes can only be made to Drawdowns that are still pending approval.