When in Manage Budgets,
To Edit a Budget:
- Click on either the Budget Name or the Edit icon in the Actions column of your chosen budget:
- Under the Edit Budget heading you will have the option of changing most budget details, including:
- Budget Name
- Budget Type (s)
- Budget Description
- Budget Category (s)
- End Date
- Estimate Forecast
- Mark this as Main Budget
- If you have entered expenses for this budget in Manage Expenses, you will not be able to edit the following details:
- Start Date
- Number of Residents
- If you have selected to use a menu for costing, when creating the budget, you will see the following details, but won't be able to edit them:
- Select Menu to get CPBPD
- Menu CPBPD
- Both the Budget Duration and Forecast Cost per bed per Day will change automatically if the End Date and Estimated Forecast are changed above.
- Make any changes to the budget, as required.
- Click Save.
- You will see a success message pop, confirming that the budget has been updated.
Tip: You can also navigate to the Edit Budget page by clicking on the Edit this Budget button when Viewing a Budget.