Editing an Initial Budget or Budget Change

You can edit an initial budget or a budget change only in the detailed view. Note that you cannot make a budget change with this process.

  1. Starting from the sidebar navigation, click > Planner > Calendar and navigate to the line of the element for which you want to edit a target or planned budget.

  2. Double click on the element.

    3. The detailed view will open.

  3. Go to the Target budget or Planned budget tab.

  4. Choose whether you want to edit an annual budget or a monthly budget.

  5. Select the fiscal year for which you want to edit the budget.

  6. Activate the checkbox of the entry that you want to edit.

  7. Click Edit.

    8. A dialog box opens.

  8. Edit the data.

  9. Click Save.

Your input is saved.