Editing Information for a Project Template Budget

You can edit the properties for a project budget.

Before you begin: The project budget must exist. See Creating a Project Budget.

  1. On the Properties page for a project template budget, click the Edit Budget button.



  2. Change any of these fields:

    Name. The budget name.

    Interval Period. The default time interval for tracking costs. Values are Monthly, Quarterly, Weekly, or Project Phase.

    Template Enforcement. Indicates whether the budget structure (cost categories, cost items, and interval periods) can be modified. TRUE allows the budget structure to be modified. FALSE does not allow modification to the budget structure. This attribute is based on a property setting which determines whether this attribute can be changed.

    Notes. Any comments about the budget.

  3. Click Done.