Create a Budget Amendment

When your project needs additional funds beyond the original allocation, you submit a Supplementary Budget to increase the budget for one or more WBS codes. This page walks through the process step-by-step.

Prerequisites

• You have the System Manager role
• The target WBS codes already have an initial budget uploaded
• A WBS Budget Distribution period is defined for the project

Step-by-Step: Supplementary Budget (Increase)

1. Navigate to Budget > Supplementary Budget > + New.

2. Select the Project. The Company and Project Name auto-fill.

3. Select the WBS Budget Distribution period.

4. Choose your entry mode:

   • Single WBS mode (default): Select the specific WBS code and enter the increase amount directly.

     • The WBS Available Budget field shows the current available balance.
     • The WBS Tree Structure field displays the hierarchy for reference.
     • Enter the Increase Budget By amount.

   • Multiple WBS mode: Check Multiple Increments to increase budgets for several WBS codes in one document.

     • The items table appears where you can add rows for each WBS code.
     • For each row, enter the WBS Element, review the Overall Budget and Available Budget, and enter the Incremental Budget amount.
     • The Total Incremental Budget and Total Updated Overall Budget fields update automatically.

5. Enter the Reason for the budget increase. This is mandatory and will appear in Budget Entry records for audit purposes.

6. Set the Posting Date and Document Date (both default to now).

7. Optionally, attach supporting documentation (approval memo, revised project plan, etc.) using the Attach Document field.

8. Click Save, then Submit.

TIP

Use the single WBS mode for quick, targeted increases. Use multiple WBS mode when a project-wide budget revision affects several codes simultaneously.

After Submission

• Budget Entry records are created for each affected WBS code with credit amounts matching the increase.
• The Available Budget on each WBS code updates immediately (or after approval, if workflow is configured).
• The Submit Date is recorded for audit trail.
• The Supplementary Budget can be amended (creates a new corrected version) or cancelled (creates reversal entries).

Related Pages

• Amendment Types — Understand the difference between increases and decreases
• Budget Entry Overview — How entries are generated
• Budget Transfer — Moving budget instead of adding new funds