How do I edit a budget?

On the Budgets page, click the budget's row (or ... then Edit), make your changes in the Update Budget window and click Update.

Steps

1. In the left menu, under Finance, click Cost Management, then Budgets.
2. Click the Project: button and pick the project.
3. In the budget table, click the budget's row, or click ... and choose Edit.
4. Change any of Budget Name, Description, Opening Amount, Opening Hours, Status or High Risk Work.
5. Optionally, set the Actual Start Date and Actual End Date. To change a planned date, click the small pencil icon next to it.
6. Click Update. You'll see Budget details updated successfully.

Good to know

• Quantity and Unit Cost can't be changed after the budget is created. If the amount of work changes, add a change order instead. See How do I add a variation (change order)?
• Project member users can view budgets but don't see the Edit option.

Related questions

• What is a budget?
• How do I create a budget?
• How do I delete a budget or change order?
• Why can't I add or change a budget?

All budget questions