> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-budget-planner/user-guide/creating-a-new-budget-line-item.md).
# Creating a New Budget Line Item
**Budget Line Items** act as containers for **Drawdowns** within a budget. They help divide the overall budget allocation into specific categories based on business requirements, such as **Travel Expenses**, **Hardware Purchases**, or other cost categories.
Each Budget Line Item represents a specific section of the main budget and allows individual resource requests (Drawdowns) to be managed separately.
#### Creating a Budget Line Item
To create a new Budget Line Item:
1. Open the required **Budget Summary** screen.
2. Click **New Budget Line Item** on the right-hand side of the Budget screen.
3. The **New Budget Line Item** screen will be displayed.
4. Enter the required Budget Line details.
Field Name
Type
Description
Action
Type
Selection
The type of the new drawdown
No action
Total Budget
Currency
The total amount associated with this drawdown
Returns all Budget Lines of the selected type
The remaining fields are inherited from the main Budget record and are displayed as read-only information.
After entering the required Budget Line details:
1. Click **Save**.
2. The user will be redirected back to the **Budget Summary** screen.
The newly created Budget Line Items will be displayed along with a summary graph representing the budget allocation.
### Budget Line Item Tabs
Each Budget Line Item contains additional tabs for managing and tracking related activities:
#### Drawdowns Pending Approval
Displays a list of Drawdowns associated with the Budget Line Item that are awaiting approval.
#### Drawdowns Disapproved
Displays a list of Drawdowns associated with the Budget Line Item that have been rejected or refused approval.
#### Tracking
Provides tracking details for all Drawdown activities related to the Budget Line Item.
