Changes can be made to the estimated expenditure or you can choose a different budget. Budgets can only be deleted if your Actis set-up allows for meetings with no budgets.
Change the estimated value
- Open the meeting record
- Under the Navigation tab click Costs
- In the Budgets section click the Edit (pencil) button
- In the box that appears, overtype the existing Estimated Costs value with the new value
- Click the OK button to save your changes
Depending on the meeting authorisation rules for your organisation, the meeting may automatically be re-submitted for approval – under the Navigation tab click General to check the meeting status.
Change the budget used
- Open the meeting record
- Under the Navigation tab click Costs
- In the Budgets section click the Plus button
- In the box that appears, click in the Budget field and select from the drop-down options available. If there is only one other budget, that will be selected automatically.
- Add the Estimated Cost to be allocated from the new budget
- Click the OK button to save your changes
Depending on the meeting authorisation rules for your organisation, the meeting may automatically be re-submitted for approval – under the Navigation tab click General to check the meeting status.
Important: Where actual costs and/or payments have already been allocated to the budget, the budget cannot be changed.
Delete a budget and estimated costs
- Open the meeting record
- Under the Navigation tab click Costs
- In the Budgets section click the Delete (bin) button
- A warning will appear asking you to confirm you want to delete the budget
- Click the OK button to save your changes
Important: Where actual costs and/or payments have already been allocated to the budget, the budget can be changed, but the expenditure will be moved to unbudgeted.
