How to shift budget year of a request
You would like to postpone a request to be included in a later budget, let's see how
Once you've opened the Capex Management module, enter the Capital Budgeting module and open the budget(s) containing the request.
To the left of each request there is a small empty white box. Tick the box of the request(s) whom you wish to postpone decision or shift amounts for.
Once you're done, click on postpone decision or shift amounts, depending on what you want to do.
A small window will now appear. Select the time period of when the amounts should shift/how many years the decision should be postponed.
Shifting the budget year of a request will have an impact on the request itself. See changes below:
The original request will change its budget year to the year of which you shifted the request to.
The request will still be visible in the original budget. However, the budgeted amount will be changed to zero (since it doesn't receive any funding in that specific budget).
Shifting year on a request is confined to the budget that you are within. It does not shift the year on the request in other budget versions.
Postpone action is not possible for already approved requests, future requests or within approved budget.