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Creating Budget Change Requests

Create budget change requests when seeking approval to proposed changes to an EPS, project, or WBS budget.

As projects progress, changes in scope, resource reallocation, funding additions/withdrawals, or other factors that affect original budgeted amounts, often occur. The Budget Log detail windows enable you to track modifications that affect the budget. This log also provides a clear indication of the who, what, when, where, and why behind the change.

To create a budget change request:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page, select an EPS or project and click the Budget Log detail window.

    Note: You can also create budget change requests for a project or WBS element from the Budget Log detail window of the Activities page.

  4. In the Budget Log detail window:
    1. Click "" Add (Insert) to add a budget log line item.
    2. Enter a currency value in the Amount field and the name of the responsible person or department in the Responsible field.
    3. Select a status value for the proposed change from the Status list.
  5. On the EPS page, click the Actions menu and select "" Save (Ctrl+S).

Tips

  • In general, you should contact the person listed in the Responsible field to determine if the request is Approved or Not Approved.
  • Enter a reason for the proposed change in the Reason field. The program manager of the affected EPS node or the project manager of the affected project can append this field with a reason for approval or denial.

Related Topics

About Budgets

Approving or Denying Budget Change Requests

WBS Budget Log Detail Window of the Activities Page

Budget Log Detail Window of the EPS Page

EPS Budget Log Detail Window of the EPS Page


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