Budget Items: Saving and Accessing Placeholder Budget Items

This process encompasses how to save a draft placeholder when creating a new Budget Item.

A. Save a Placeholder Budget Item

The Create Budget Item Wizard can be accessed via the Budget Item List screen or the Formulation Input Edit Budget Items screen.

1.  To save a draft placeholder when creating a new Budget Item, select the Save Draft option available at the bottom right corner of all Create Budget Item wizard tabs.

*Note that this button is only once a Title and Cost Center-Component has been entered. All other fields remain optional when saving a draft.

B. Retrieve a Placeholder Budget Item to Resume Editing

Placeholder Budget Items can be accessed from the FEDPASS homepage.

1.  To access from the Placeholder Budget Item List screen, navigate to the FEDPASS homepage and from the menu above, select the 'Placeholder Budget Items' button.

2. To edit a Placeholder Budget, select the Edit option from the Actions column of the Budget Item to be edited.

Note that because Placeholder Budget Items do not have required fields beyond Title and Cost Center-Component, filter options are limited on this list screen.

C. Complete Full Save of a Placeholder Budget Item

1.  When all updates have been made for a Placeholder Budget Item, complete the Final Save by selecting the blue Save button on the Review Tab.

Note that when a final save is completed, validations for required fields are implemented. If required information is missing, the save will not be completed. Indicators will display on tabs that have missing information.