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.