Create a Budget Change - Quantity Only

The Budget Change (Quantity only) option is used to change only the quantity of a cost item or account. This is the only type of change that can be performed on superior level cost items as well as terminal cost items.

New Budget Changes

Step by Step — Creating Change Records from Scratch

  1. On the Execution tab under Change Management, click Budget / Contract Changes to open the Budget / Contract Changes Register.
  2. On the Actions tab, click New. The Attention dialog box opens.
  3. In the Attention dialog box, select the Change Record Type: Cost Item or Account.
  4. Select the Create Change Records from scratch radio button and click OK to open a new Change Record.

Header Tab

Step by Step — Entering a Description

  1. In the Type field on the Header tab, select Budget Change (Quantity only).
  2. Enter a Description of the change, along with any tags, user defined fields, and notes that you want to associate with this change.

Details Tab

On the Change Record, Quantity Changes can be applied to either Cost Items or Account Codes.

Cost Item Quantity Change

Step by Step — Entering a Cost Item Quantity Change

  1. On the Budget Change Details data block, click the CBS Position Code column on the first blank row.
  2. Click the CBS Position Code icon on the right side of the cell to display the Cost Breakdown Structure Register.
  3. Select the cost item you want to change the quantity for and click OK. The relevant information from the CBS shows on the Budget Change Details register row.
  4. Enter the Quantity Change for this cost item and click OK.

Account Code Quantity Change

Step by Step — Entering an Account Code Quantity Change

  1. On the Budget Change Details data block, click the Account Code column on the first blank row.
  2. Click the Account Code icon on the right side of the cell to display the Account Codes Register.
  3. Select the account code you want to change the quantity for and click OK. The relevant information from the Account Code Utilization Register shows on the Budget Change Details register row.
  4. Enter the Quantity Change for this account code and click OK.

Approving Changes

Step by Step — Approving a Quantity Change

  1. To approve this Quantity Change, select Approve under the Edit section on the Actions tab.
  2. To save this record, click OK.
  3. After saving an approved record, it will be reflected in your Current Budget.