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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.

See Also