Creating a Budget Change Entry

A Budget Change Entry allows you to move funds between different budget line items within a project. This helps keep internal budgets aligned with project adjustments or reallocations.

Step 1: Navigate to Budget Changes

  1. Open the project where you want to make the budget change.
  2. In the project tab, go to Financials → Budget Manager.
  3. Select Budget Changes.
  4. Click New Budget Change.

Step 2: Select Line Items

Each budget line item in Buildend is defined by a unique combination of:

  • Job
  • Cost Code
  • Cost Type

When creating a budget change:

  1. Select the Job, Cost Code, and Cost Type for the line item you want to move money from.
  2. Select the Job, Cost Code, and Cost Type for the line item you want to move money to.

Step 3: Enter Transfer Details

  1. Under Transfer Amount, enter the dollar value to be reallocated.
  2. In the Notes section, describe the reason for the transfer (for example, “Reallocating unused contingency funds to site materials”).

Step 4: Save the Budget Change

Once submitted:

  • The selected “From” line item will show a decrease equal to the transfer amount.
  • The selected “To” line item will show an increase equal to the transfer amount.

These changes will only affect the internal budget - they do not modify prime contract or subcontract values.