How can I change the line item for a budget subitem?

In the process of managing a budget, you may find that you need to reclassify or move a budget subitem to a different line item or even a different budget group altogether. Let's discuss the steps to make such a change.

1: Open the subitem.

1. To view the budget, click the desired budget menu to load that budget.
2. Click the current line-item item description link to reveal its subitems.
3. Click the pencil icon for the subitem you want to move. The Edit Budget Subitem window will display.

Helpful Hint: If you do not see the pencil icon, then you may not have appropriate access rights to make this change. Check with your Administrator to verify your user profile is in the correct role in this project.

2: Edit the subitem.

1. Click the drop down next to where it shows the current budget line item.
2. Select the option you want from the line-item choices available.
3. Click the  Save button to finalize your selection. The budget will refresh showing the subitem under the new line item in the budget from the budget screen.

Click here for more information on editing the budget.