Purpose

The purpose of this section is to provide information on how to use the Budget Change Process in e-Builder to reallocate budget dollars within a project.This process is used to execute a net $0 budget change.To add budget dollars to a project, a Project Agreement Process (5.10.11.2) is used and a New Project Agreement is executed.

Responsibility

 The Project Manager (PM) is responsible for initiating the Budget Change Process.

Timeframe

The PM may use the Budget Change Process anytime throughout the project to reallocate money within the current budget.

Process

e-Builder Workflow

Project Manager Responsibilities

  1. To start the process, select Start Process from the Processes option within a given project.
  2. Choose Budget Change (BC) from the Process Selections.
  3. Budget Change Screen (PM)
    1. Enter Subject for Budget Change.  This is used as a brief identifier to explain the change.
    2. Upload supporting documentation used in the Budget Change.
    3. Under Budget Change Details, select Reason Code to explain the change.
    4. Date of Change will default to current date.
    5. Click Add All Line Items to add all existing budget line items to change budget, or click Add Item to add one existing budget line item at a time. *Note: Total budget must be net $0 change.

  1. Adjust the budget by adjusting the Change Amount column for each line item. 
  2. Once the Budget Change is complete, click Submit to finalize the change.

Additional Process Information

 Budget Change Process, once submitted, will reflect immediately in your Cost Summary and Budget Details.

 If your Budget Change is not net $0, the Budget Change will go back in your court to revise.  You cannot submit a Budget Change through this process that increases or decreases the overall budget.

 To increase or decrease the overall budget, you will need to complete a new Project Agreement Process 5.10.11.2.