Remove Engagement from Budget

You can remove engagements from a budget. An engagement must be removed from the engagement details (Financials section). You can access an engagement from the Budgets page (consolidated view of all engagements associated with a budget), or from the Engagements page. For more information about the Engagements page, see Engagements.
  1. Navigate to the Budgets page in the Manager view.
  2. On the Budgets page, click the budget title blue text.
  3. In the Engagements section, click the blue text for the engagement to remove.
  4. In the Financials section, click Edit.
  5. Click Remove.
    This action clears the value in the Total Available Amount field (available budget amount). It does not remove any spend amount already calculated for the budget.
  6. In the Effective Date field, enter the effective date.
    You can also click the calendar icon to open a calendar pop up that allows you to select the date.
    Note: The effective date has to be equal to or before the end date of the engagement.
  7. In the Justification field, enter text describing the justification.
  8. Click .