Working With Budget Transactions

Once a budget is frozen you can view and add transactions.

Before you begin: The budget must be frozen.
  1. For the project, in the navigation pane, click Financials > Budget .
  2. Click the Actual Transactions tab.

    The page shows the total budget cost on the top line. Costs are totaled for each cost category.

    Transaction Id. The transaction identifier.

    Transaction Date. The date of the transaction.

    Description. The description of the transaction.

    Cost Item. The cost item associated with the transaction.

    Purchase Order. The purchase order associated with the transaction.

    Amount. The amount of the transaction.

  3. To delete one or more transactions, select the transactions and click Delete.
  4. To edit the transactions, click Enable Edit.