Manage budget and forecast items

Budget Process Owners can manage budget and forecast items from the Budget Details or Forecast Details page.

The available actions depend on the plan status and whether the plan has already been submitted to Budget Contributors.

Available actions

Action	Description
Add item	Add a new budget or forecast item manually.
Import file	Upload a CSV file to add multiple items.
Edit item	Update details for an existing item.
Delete item	Remove an item from the plan.
Comment	Add a comment to an item for collaboration.
Show Detailed View	View the monthly breakdown of each item.
Download	Download budget or forecast details as a CSV file.
Submit	Send the plan to Budget Contributors for review.
Reset	Remove all budget or forecast items.
Cancel	Cancel the budget or forecast before it is approved.

To edit a budget or forecast item:

Note: Edit may be disabled after the Budget Process Owner submits the budget or forecast to Budget Contributors.

Budget Process Owners and Budget Contributors can comment on budget or forecast items.

Use comments to:

To delete an item:

Note: Delete may be disabled after the plan is submitted to Budget Contributors.

Use the download option to export budget or forecast details in CSV format.

Use Reset to remove all budget or forecast items from the plan.

Note: Reset is only available before the budget or forecast is submitted to the next workflow participant.

Use Cancel when a budget or forecast should no longer continue through the workflow.

Note: Cancel is only available before the budget or forecast is approved and before it is submitted to Budget Contributors.

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