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How to change Project Amount?

Pending Project Amount field needs to be used to change Project Amount (Budget), and BDM needs to approve it. 

  1. Click on BILLING in the navigation menu, and then the Projects submenu.
  2. Search for the project that will receive a new budget and click on its ID. This will open the Edit Project page in a new tab (If you click on the project name, it will open in the same browser tab).
  3. Set a new budget in the Pending Project Amount field. If the current budget is 60,000 NOK and it will be increased to 70,000 NOK, enter 70,000 (not 10,000).PENDING PROJECT AMOUNT field is marked with the new amount. The Project Amount field is disabled and cannot be changed directly.
  4. Click the Submit button at the bottom of the page.
  5. BDM will receive an email notification with the subject "Project is pending New Limit" indicating that the project has a new limit amount and how much it is, along with links to approve or reject it.
  6. When BDM approves, the Project Amount will be updated with the new value.

IMPORTANT: Do not change the Status to Draft to change the Project Amount field directly. This will deactivate the project, and users will not be able to book/order anything with the project.

Published Aug. 26, 2024 6:45 AM - Last modified Aug. 26, 2024 6:45 AM