Edit a Budget
To update a budget using the project's Budget tool.
There are several ways to make changes to a project's budget. The tasks that you can perform depend on where you are in the budgeting process and whether the budget is locked or unlocked.
Things to Consider
- Required User Permissions:
- Refer to the 'Things to Consider' sections in the tutorials listed under Steps below.
- For companies using the ERP Integrations tool:
- The budget must be locked to export it to an integrated ERP system. See Lock a Budget.