Append Budget Lines to an Existing Mini-Budget

New lines (and Stages) can be appended to an existing Mini-Budget.

To append a new line, on the Job record Mini-Budget tab:

  1. Click Append to Schedule.

    The application displays a warning message:

    "Once Budget items have been added to the Schedule editing of them will be restricted. Are you sure?"

    If you click Append to Schedule when there are no new Stages to append, the application displays a message to that effect:

    "There is nothing awaiting adding to the Schedule."

  2. To proceed, click Yes.

    The additional Stages are appended to the Schedule. Note that all of the checkboxes in the Schedule column are now selected.