The Manage Budget menu offers budget-level and segment-level actions.

The Manage Budget menu offers budget-level and segment-level actions.

Budget-Level Actions

• Duplicate Budget – Creates an identical copy of the current budget.

• Edit Budget Details – Opens the Edit Budget window to update editable fields (see Editing Budget Details below).

• Delete Budget – Permanently removes the selected budget.

Segment-Level Actions

(Enabled only when one or more segments are selected.)

• Group Segment(s) – Combines selected segments into a single group.

• Ungroup Segment(s) – Breaks apart grouped segments.

• Move Segment(s) – Repositions selected segments within the budget.

• Duplicate Segment(s) – Creates a copy of selected segments.

• Delete Segment(s) – Removes selected segments permanently.

If no segments are selected, all segment-level actions remain disabled. To learn more about managing budget segments, click here.

Editing Budget Details

To edit a budget:

1. Select Edit Budget Details from the Manage Budget menu.
   
   or
   Click the Edit icon in the Plan Budget Page.
   
   

2. In the Edit Budget window, update:

   • Budget Name – Modify as needed.

   • Owner (Required) – Assign an Admin user as the budget owner.

   • Budget Amount (USD) – Adjust the allocated amount.

   • Fiscal Year Start Date (Required) – Update the start date if needed.

   • Forecast Column – Toggle on or off. To learn more about Forecast, click here.

   • Custom Available Budget Calculation – Adjust as required. To learn more about Custom Available Budget, click here.

3. Click Save & Close.

   Note:

   The Timeframe Type is non-editable after budget creation.