Increasing a Budget with Adjust Budget

Use Adjust Budget in the Budget Summary to add authorization and record why it changed.

Add authorized hours or money

  1. Open the case's Budget tab and select Adjust Budget.
  2. Choose Hours or Dollars under Type. Case type settings may allow only one.
  3. Review Current Authorized and Already Consumed.
  4. Enter the amount to add in Additional Hours or Additional Dollars.
  5. Review the adjustment preview and enter the required Reason.
  6. Select Update Budget.
  7. Verify the new authorization and the entry in Adjustment History.

Enter the increase, not the final total

If the current authorization is 20 hours and you receive approval for 5 more, enter 5. The new total is 25 hours. Entering 25 in Additional Hours would add 25 to the existing limit.

Review remaining authorization

An increase may still leave the case over budget if consumption already exceeds the new total. Read any warning and check Remaining after saving.

This form adds a nonzero positive amount. Use the budget settings form when you need to revise total limits or cap behavior. Changes require Modify Case Budget.