Editing Total Budget Limits and Cap Settings

Use the budget settings form to change total limits, the allowed budget type, notes, or hard-cap behavior.

Edit the settings

Open the case's Info tab.
In Budget Status, select Adjust to open Edit Budget. An Edit Budget control may also appear where this form is available.
Review Budget Type, Total Hours Budget, Total Dollar Budget, and the Hard Cap setting.
Enter the intended new total limits and update the notes.
Select Update Budget.
Check the Budget tab for the resulting authorization, consumption, remaining amount, and history.

Total limits versus additional amounts

The Total Hours Budget and Total Dollar Budget fields set totals. The separate Adjust Budget form on the Budget tab asks for an amount to add. Check the field label before entering a number.

Reducing authorization

Review consumed work before reducing a total. A lower limit can leave the case over budget or block subsequent budget-checked work. Changing the limit does not erase time, expenses, or invoices already recorded.

Keep the reason clear

Record the reason and approval context in the available notes. Do not use a cap change to bypass required authorization. Only fields allowed by the case type are available.