How to make passive an existing budget?

Karina Demidenko
Karina Demidenko
  • Updated

If you need to make changes to your Budget, you can do so with a few clicks.

The steps are as follows:

 

  • Click on the Procurement tab and then on the Budgets section:

Screenshot_at_Dec_29_14-17-35.png

 

  • Choose the required Budget from the list of budgets.

NOTE: If there are a lot of them, you can sort them by Name, Total amount, Status, and etc.

 

  • On the right side, there is a "View" button with a dropdown arrow next to it.

 

Screenshot_at_Jun_07_12-53-33.png

 

  • If you will click on the dropdown arrow you are able to choose the action: Edit or Make it passive:

 

Screenshot_at_Jun_07_12-53-56.png

 

  • Click on Make Passive. In the pop up you can leave a comment. Press Yes.

 

Your budget has been set as Passive.

 

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