Updating the Budget Owner for a specific budget is crucial for ensuring proper financial oversight and assigning accountability to the right individual. Follow these steps to easily update the Budget Owner in ProcureDesk.
Prerequisites
Admin Access: Ensure you have admin access to the ProcureDesk account.
Existing Budget: Verify that the budget requiring updates is already created in the system.
Step-by-Step Instructions
Step 1: Access Configurations
Log in to your ProcureDesk account.
Navigate to Budgets on the left menu.
Step 2: Edit the Budget
Click open the budget from the list of existing budgets.
Click the Edit button next to the budget.
Step 3: Update the Budget Owner
After opening the budget, click on Actions > Edit.
Select the new Budget Owner from the dropdown list in the "Owner" field.
Step 4: Save Changes
Click the Save button to apply the changes.
FAQs
What if I cannot find the Budget Owner in the dropdown?
Ensure the user is already set up in the system. If not, you may need to add them first.
Can I change the Budget Owner multiple times?
Yes, you can update the Budget Owner as needed by following the same steps.