1. Open the Cost Report module
First, click Cost Report 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.
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.
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 to 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]