How can I change the column headers in the budget?

Site Admin users can customize the the column header names that appear in the budget tool in Projectmates to suit the terms your organization uses.

Helpful Hint: When considering a change, understand the following:

• These changes are site-wide, and will impact all projects.
• These changes will reflect in both budget reporting, and budget imports & exports.
• While the column headers can be changed, the calculations for standard budget columns cannot be customized.

To update Budget column names:

1. Click the red slider icon on the right-hand side of the page to open Site Admin Settings. 

   Helpful Hint: If you don't see the red slider icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

2. Under" "Custom Content", click Site Localization.
3. Click the Module tab.
4. Scroll to the Budget Columns section, and find the field you wish to update (ex. BudgetFund Code - Column A). 
5. On the left-hand side of the field name, hover to display the Edit icon.
6. Enter the name you wish to use in the Values field to the far-right.
   
7. Click the Save icon on the far-left.
   
8. Repeat Steps 5-7 to update additional fields as needed.