Use these checks when budget information or actions are unavailable or unexpected.
Confirm access to the case and the relevant case financial permissions or Modify Case Budget permission. Having access to invoices or your own expenses alone does not necessarily provide the full Budget tab.
Check Modify Case Budget, the case type's budget strategy, case access, and any case-state or validation message. A disabled budget strategy hides budget setup and adjustment controls.
In Adjust Budget, enter a positive additional amount and the required Reason. A zero adjustment makes no change. Only the dimensions allowed by the case type are available.
Check whether you used Additional Hours/Dollars or Total Hours/Dollar Budget. Review Adjustment History and the saved amount before making another change.
Check the monetary limit as well, the proposed entry, service-related checks, and the cap message. A zero hard-cap limit can immediately block the relevant work.
Refresh the case and review the source time, expense, and invoice records. A loading error is not a zero balance. If saving failed or timed out, check the current total and history before retrying an increase.
Use Help & Feedback with the case number, affected budget dimension, expected and displayed values, and the exact message. Include only the details needed to investigate.