Help ELMA Projects+

Editing Budget

You can add and edit plan values of revenues/expenses and add project phases. To change project revenue/expense items, go to the Budget revenue item and Budget expense item objects.

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.

Fig. 3. Budget editing page. Simultaneous editing notification

This dialog box can display the following icons:

– version is being edited;
– version is saved;
– version is published.

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: Budget and 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.

Fig. 6. Budget editing page. Advanced tab

Top menu buttons

	Return to the project page.
	Save the budget version and send it for approval. When you click a drop down menu opens, which allows you to save the project budget version. This button is available if the project type has the respective settings.
	Save and publish the budget version. When you click a drop down menu opens, which allows you to save the project budget version. This button is available if the project type has the respective settings.
	When you click Add or , a drop down menu opens, which allows adding a planned value of a project revenue/expense and a project phase.
	Cancel editing the budget version. Return to the previous page.

Context menu

You can use a context menu (fig. 7) in the units on the budget editing page.

Fig. 7. Budget editing page. Value context menu

Add… – add a planned value of the selected type.

Edit – edit a planned value of a project revenue/expense.

Delete – delete the selected planned value.

Collapse All – collapse all the value groups.

Expand All – expand all the value groups.