Budget Items: Managing Applicable Periods

1. To access the budget item area, select the Budget Items option from the Portfolio menu on the left.

2. Filters can be applied to view a specific set of budget items.

• To filter for a specific title/budget item Id, type in either a partial or entire value of the word in provided space under 'Title'/'Budget Item ID'.
• To filter on any of the other columns of information, select from the dropdowns provided.

2. Click on the desired budget item from the list screen provided.

3. Click on the drop-down from button on the top of the screen to select 'Manage Applicable Periods'. 

• Add or remove Applicable FYs, as needed. Note that FYs need to be consecutive. 
• If you don't see the desired period listing from the drop-down, please submit a support ticket by emailing [e-mail] and someone on the Northramp team will respond.

• Confirm the newly added applicable period by selecting 'Confirm' in the pop-up confirmation modal.