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How to Edit Your Approved Master Budget
How to Edit Your Approved Master Budget

Learn how to edit locked features in your budget and if unapproving the budget makes sense for your project needs.

Cara Alva avatar
Written by Cara Alva
Updated over 3 months ago

Important:

  • In order to unapprove a budget, you will need to revert it to draft. This will also delete all approval phases and snapshots of what your budget looked like at the time of approval.

  • By deleting the latest approval phase, you will no longer have a record of that approval and/or rejection.

  • To add, remove, or move money between cost codes, we recommend using a Budget Change to maintain consistent records and save time!

How to fully Unapprove (Revert) your Master Budget:

  1. Navigate to your Master Project Budget/ACR using the left-hand menu

  2. Click on the three dots in the top right and select "Revert to Draft"

  3. IMPORTANT: This will revert the budget to draft status, delete all approval phases and snapshots, and delete all budget changes that have been added. This cannot be undone.

How to Delete an Approval Phase:

  1. Navigate to your Master Project Budget/ACR using the left-hand menu

  2. Click on the three dots in the top right and select "Delete Latest Approval"

  3. This will delete the most recent approval. If there are more approvals in the approval phases tab of the budget you would like to remove each one will need to be removed by following the last 2 steps.

What can I edit without Unapproving my Budget?

You can edit the following even when the Budget is fully approved:

  • Add a Cost Code

  • Add a Category

  • Add a Phase

  • Each Cost Codes name and code number

  • Move money from one cost code to another (Budget Change)

  • Add currency conversion

  • Share Budget with your client

  • Sov/WBS cost codes

What do I need to unapproved my Budget in order to edit?

You will need to fully unapproved the budget in order to edit the following:

  • Delete a cost code

  • Edit the details within a cost code budget line details

  • Start a feasibility study

  • Edit the values in the Original Budget Amount Column A

  • Append a template of cost codes

Still need to unapprove your Budget?

Once you understand these rules and potential impacts, you can delete the latest approval phase or fully unapproved (revert) the budget. If you're unsure about your permissions or need further assistance, please don't hesitate to reach out to our team or contact your system administrator.

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