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Cartegraph Campus

Edit Budget per Plan Year

You must have administrator rights to access this feature.

This feature may not be available in every package. Not sure if you have this feature or you want to learn more about it? Send us a message at support@cartegraph.com.

 

Edit the Budget Amount for a Single Plan Year

  1. Click iAdministration_sm.png>Scenario Builder.
  2. Select the scenario for which you want to edit budgets for a plan year and click View.
  3. On the Scenario Detail tab, go to Plan Years.
  4. Click iEditScenarioBuilder.png on the Plan year.
  5. Update the Initial Budget Amount to a new value on each budget category.
  6. Click Save.

Edit the Budget Amount for Multiple Plan Years

  1. Click iAdministration_sm.png>Scenario Builder.
  2. Select the scenario for which you want to edit budgets for a plan year and click View.
  3. On the Scenario Detail tab, go to Plan Years.
  4. Click iEditScenarioBuilder.png on the Plan year.
  5. Update the initial budget amount to an updated value on all applicable budget categories.
  6. Move on to another plan year by changing to a different plan year in the field.
  7. Again, update the initial budget amount to an updated value on all applicable budget categories.
  8. Once you are done updating all the plan years, click Save.
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