1. Open the "Cost Report" module
First, click the "Cost Report" option from the left hand navigation menu.
2. Select "Effective Date"
Next, select the "Effective Date" by clicking the calendar to open dates.
3. Click "Modify Budget"
Now, click "Modify Budget" to begin editing budget values.
4. Make your changes in the "Budget" column
Then, click into the budget field you would like to edit and input the new budget amount.
5. Undo edits using "Reset Page"
Next, if you would like to undo your edits click "Reset Page" to clear your current inputs and refresh the original values.
6. "Save" Budget Changes
Then, when you are satisfied click "Save" to apply all budget modifications made.
7. "Confirm" Changes
Next, click "Confirm" to finalize and apply the budget updates.
That’s it! You have successfully made budget changes in GreenSlate. If you have any questions or need more help, please visit our Help Center, chat with our support team, or reach out via email to [email protected]
'Modify Budget' will not be an option once a period has been closed. If a period is closed, budget changes can only be made by editing the cost report worksheet.
The budget and EFC will both need to be updated and variances will be created.