Managing Custom Budget Versions
You can update an approved custom budget only after creating a new version of the approved budget.
Do not delete an approved custom budget record.
To create a new version of a custom budget:
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Go to Budgets > Enter Custom Budgets > List.
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On an approved budget line, click View.
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From the Actions list, select Make Copy.
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Make appropriate changes to the custom budget.
Note:Do not make any changes in the Budget Method and Period Range fields.
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(Optional) To approve the changes, from the Status list, select Approved.
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Click Save.
For the latest version of a budget, the Active Version box is automatically checked.
For the first version of a budget, the First Version box is automatically checked.
The Budget Group ID field shows the id for the custom budget. The id remains same across different versions of a custom budget.