The budget amount can be transferred from one budget item to another budget item with the 'Create Budget Transfer" option  in the triple menu.

  • Click on the triple menu to see the 'Create Budget Transfer' option.


  • Click on the option to open the 'Create Budget Transfer' popup.




  • In the Create Budget transfer select Budget line item From and To from the dropdown.


 


  • Enter the Transfer Amount and notes according to the requirement and click on create to create the Budget Transfer.



How to?

How to Create Budget Line Item

How to Use the calculator feature in Budget Manager

How to Add a vendor to Budget Manager

How to use the Right pane in Budget Manager

How to create Direct Cost for a Budget List

How to Import Budget Items

How to Transfer Budget in Budget Manager

How to use View Builder

How to Customize Calculated Columns

How to Edit and Modify existing view

How to Lock and Unlock Budget

How to Configure List Manager for Budget Manager

How to Import Budget Items

How to rearrange and sort columns in Budget Manager

Budget Related Information:

Budget/Cost Metadata

Post Budget to Workflow 




Last Updated: Nov-04-22