create new ticket
check ticket statusStep Action
1. Select {Settings} and then select {Budgets} under the Customers section.
2. Hover mouse over budget to be edited and then select the View icon. The Budgets view
page will open and should be on the Budget tab.
3. Select a budget for editing by clicking on the budget's Code. The Budget View page will
open.
4. Make required changes.
| To be Edited | Actions |
| Budget Details | 1. Select {Edit} from the Actions drop-down menu. The Budget modal will open. 2. Make required changes. 3. Select {Save}. A pop-up window will confirm budget details saved. Note: Edited budget details will only be applied to newly created budget periods. If you would like changes to apply to existing budget periods, you will need to edit those manually. |
| Contacts | To Add a Contact: 1. Select {Add} under Contacts. The Add Contacts modal will open. 2. Check box on left-hand side of Name for each contact to be added. 3. Select {Add}. To Remove a Contact: 1. Check box on left-hand side of Name for each contact to be added. 2. Select {Remove}. |
| Budget Period Details | 1. Select Start Date for budget to be edited. The Edit Budget Period modal will open. 2. Make required changes. 3. Select {Save}. A pop-up window will confirm selected budget period has been updated. |
| Budget Items | 1. Select + icon to left of Budget Period Start Date to expand Item view. 2. Select Item # or Order Number to be edited. Page will redirect to the corresponding Item View or Order View page. 3. Make required changes. |