1.2.1. Go to the Budget Management panel to choose the desired budget for updating and choose a budget.
1.2.2. To view the details, click the arrow to expand (1) and choose the budget you want to modify by clicking on the budget name link (2). This action will then lead you to the overview page.
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1.2.3. On the left-hand side menu, click on "Settings” and then click Update Budget orclick “Settings” on the upper right corner and go Update Budget screen directly.
1.2.4. Here, you can make the necessary changes to the fields you require.
1.2.5. Finally, click the "Update" button to save your changes.
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| Note |
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Note that after creating a Budget you cannot edit/update the Currency field; |
1.3. Constraints
When it comes to updating budgets, there are a few important considerations.
1.3.1. First and foremost, each budget name must be one-of-a-kind; no two budgets can share the same name.
1.3.2. Similarly, the budget key or identifier must also be unique, ensuring there are no duplicates.
1.3.3. Moreover, there's a specific limit for the value you can enter in the Budget's Key field - it should fall within the range of 2 to 10 characters.
1.3.4. Lastly, it's essential to note that the Budget Key should only include alphanumeric characters, excluding any special characters or symbols.
1.4. Issues that may arise
When you attempt to update a budget, there are several potential issues that you might encounter:
1.4.1. Firstly, you can't create a budget because someone else is already using the same budget name.
1.4.2. Similarly, you can't make a new budget because someone else is already using the same budget key.
1.4.3. Furthermore, you may run into issues caused by the use of invalid characters during the update.
1.4.4. Lastly, it is not possible to update a budget due to the lack of the necessary permissions.