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Edit budget

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Discover how to edit a budget and configure the columns displayed in WorldShare Acquisitions.

Edit a budget

A budget is a set of funds in the same period. The period is defined by a start date and an end date.  

  1. On the left panel, click Budgets.
  2. In the Select Budget list, select the budget you want to edit. The highlighted budget is the current budget in use.
  3. Click Edit.
  4. To edit funds for a budget, see Edit funds.

Configure columns

You can choose the columns that appear on budgets.

  1. On the left side of the screen, next to the Refresh link, click the User Preferences button (User Preferences button).
  2. In the Show Columns window, check or uncheck the columns you want to show or hide.
  3. Close the Show Columns window by clicking anywhere outside it.

 

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