Transfer Budget Between Cost Codes

This guide simplifies the process of transferring budget allocations between cost codes, promoting efficient financial management. By following these steps, you can easily adjust budgets to adapt to changing project needs, maintain accurate financial records, and optimize resource allocation. It's a vital tool for streamlining budgeting and enhancing project management.

Step By Step Guide

1. Navigate to the Plexa Dashboard
2. Click Budget
3. Click Update Budget
4. Click Budget Transfers
5. Click Transfer
6. Select the Source Cost Code option.
7. Select the Cost Code
8. Select the Destination Cost code option.
9. Click the Enter amount transfer field.
10. Click the Type reason... field.
11. Click Transfer Now
12. Click Close

Video Tutorial

Watch the video tutorial for a visual guide to transferring your budget.

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