Learn how to edit existing budget details and safely remove budgets from your Mastt projects. This guide covers the essential steps for maintaining your project's budget structure.
Before you start:
- Ensure that a budget has been previously set up for the project.
Steps
Navigate to Budget Management
- Go to your Project and select your project
- From the navigation menu, click on the Cost Module
- Click on Budgets in the upper tabs
- Select Budgets from the dropdown menu to access the budget register
Edit an Existing Budget or Sub-budget
- Locate the budget you want to modify in the budget register
- Click the three dots next to the budget you want to edit
- Select Edit This Budget or Edit This Sub Budget from the menu
- The Budget or Sub Budget form will appear with current details populated
- Make your necessary changes to:
- Budget name
- Original amount
- Status (Draft, Approved, or Closed)
- Budget tags
- Click Save to confirm your changes
Delete a Budget or Sub-budget
- In the budget register, locate the budget or sub budget you want to remove
- Click the three dots next to the budget
- Select Delete Budget or Sub-budget from the menu
- A confirmation pop-up will appear
- Click Delete to permanently remove the budget
Important Considerations
Parent Budget Deletion Restrictions
If the delete button is greyed out or not fully functional, this means the budget has sub-budgets, contracts, variations or forecasts attached to it. You must either move or delete all sub-budgets, contracts, variations or forecasts before you can delete the parent budget.
Status Changes
When editing budgets or sub-budgets, remember that status changes affect functionality:
- Draft: Not functional until approved
- Approved: Fully functional for contract creation
- Closed: No functionality available
Troubleshooting
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Problem: Delete button is greyed out Solution: Remove or reassign all sub-budgets, contracts, variations or forecasts first, then try deleting the parent budget