How to update budgets with additional requests

You would like to update a budget with new requests, let's see how


  1. Once you’ve opened the Capex Management module, enter the Capital Budgeting module.

  2. Click on the context menu for the budget and select Update requests.

  3. Fitting options should appear (requests with Fiscal years similar to the budget), select the ones you wish to include in the budget.

Only un-approved budgets can have their requests updated. In case you wish to update an approved budget, simply un-approve it first, follow the steps and then approve it again.