Updating a budget per line

  1. Select Customer Lifecycle > Budget.
  2. In the Details section, select a budget type.
  3. Specify the other fields to refine the results of your search.
  4. Click Select.
  5. In the Budget Allocation section, right-click the line to update then select View Budget Row.
  6. In the Budget Allocations window, click the cells to update.
  7. Specify the value in the cell.
  8. Click the Tab key to navigate to the other cells and update the content.
  9. Click OK.