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:



  • 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.




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




  • 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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