Saving the budget in Budget Tree screen

Saving the budget saves your changes to the database. You should save after each update to the budget. For example, you should save the budget after you edit a budget line.

Note: The Save button is available only if you have made changes to the budget.

To save the budget:

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Financial > Budgeting.
   The Budgeting Dashboard screen appears.

3. Do one of the following:

   • To access a specific line from the Budgeting Dashboard:

     • In the left pane, double-click a line. 
       The Budget Tree screen opens to the selected line in the budget tree structure. The section of the budget structure appears partially expanded to display all totals at the same level in the tree menu.

   • To access the Budget Tree screen: 

     • From the Budgeting menu pane, select Budget Tree (  ).
       The Budget Tree screen appears.

4. In the upper-right corner of the screen, select Save.
   Your changes are saved to the database, and the Save button becomes unavailable.