Update an Income/ Expense Plan

1.2.1. Go to the Budget Management for Jira Configuration Page.

1.2.2. Choose the budget for which you want to Update by clicking on the budget name link. This will take you to the overview page.

1.2.3. On the left-hand side, click on the Income/ Expense tab, which will open the Income/ Expenses list panel.

1.2.3.1 To access more information about the Income/ Expense, click on the arrow located on the left side next to the Income/ Expense's name or click the key of an Income/Expense directly.

1.2.4. Choose the Income/ Expense Actual you wish to edit/update from the list by clicking on the "Update Income/Update Expense" icon from “Action”.

1.2.5. Here, you can make the necessary updates to the fields you require.

1.2.6. Finally, click the "Update" button to save your changes.

1.2.7. Choose the Income/ Expense Plan you wish to update from the Income/Expense Plan List by clicking on the "Update Income/Expense Plan" icon. You can change amount, currency and date of a plan.

1.3. Constraints

When it comes to Update Income/ Expense Plan, there are a few important considerations.

1.3.1. An Income/Expense Plan with an associated actual record cannot be modified.
1.3.2. The Income/Expense type of a plan cannot be updated if it has at least one actual Income/Expense.
1.3.3. An Income/Expense Plan must have at least one associated Income or Expense.

1.4. Issues that may arise

When you attempt to Update Income/ Expense Plan, there are several potential issues that you might encounter:

1.4.1. Failure to complete required fields will result in an unsuccessful update.
1.4.2. Lacking the necessary permissions will prevent updates.
1.4.3. If you do not have editing permissions for the associated budget, the update cannot proceed.