Edit a Project Spend Plan

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Edit a Project Spend Plan

You can make changes to a project's spend plan after it is created. You can make changes to the Months Applied and Planned Amount on current and future months. You can also add or remove funding sources. Funding sources can only be removed if they have not been used by the project.

To edit a project spend plan:

  1. In the left navigation menu, click Projects > All Projects.
  2. Click the ellipsis icon on the project and select Edit Spend Plan. You can also go to the Financials tab on the project's details page, go to the Spend Plan section, and select Edit Spend Plan from the ellipsis menu there.
  3. Make any changes to the following fields: Funding Sources, Months Applied, or Planned Amount.
  4. Click Update Spend Plan.

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