To edit budget plan values, click Edit on the page of the required budget (fig. 1).
Fig. 1. Project budget page. Edit button
Page for editing budget plan values looks like this (fig. 2):
Fig. 2. Budget editing page
If a project budget version is simultaneously edited by several ELMA users, the top right corner of the page will display a notification about it (fig. 3). When you mouse over this notification, a window pops up (fig. 3) with information on the users, who are editing this project budget version.
If the budget version is already saved, a notification will be shown to the user, attempting to save it again (fig. 4).
Fig. 4. Saving project budget dialog box
Select an action in this dialog box:
Save as a new draft – save the edited budget version as a new Draft version;
Open Changed Version – edit the last budget version, edited and saved by another user;
Cancel – cancel changes.
To apply the changes, you have to publish the budget version.
Page for editing budget plan values includes the following tabs: Budgetand Advanced.
The Budget tab (fig. 2) displays the list of items and plan values of the edited budget version. To edit plan values on this tab, use the context menu or double click the required value.
To change the order of plan values in the list, just drag them to the required position (fig. 5). You cannot move a plan value to another group of values.
Fig. 5. Budget editing page. Moving plan values
On the Advanced tab (fig. 6), you can change the budget version name and add a description.
a drop down menu opens, which allows you to save the project budget version.
