Introduction

For PACE plans you will observe that that the manage budgets form does not display the individual CORE budget categories and the associated $ value. The Manage Budgets form allows flexibility for the movement of budget $ amounts between the core categories listed within the From and To drop down fields.

Please note that changes made within this form are limited to Brevity.

Open

Additional Information

Moving Budget Amount

To move budget funding between service categories observe the following steps

1. Click the edit budget icon located above the budget record grid, to display the Manage Budgets form.

2. Select the service category from the drop down list within the From field.

3. Select the service category from the drop down list within the To field.

4. Input the $amount that will be transferred to the service category selected from the To field.

5. Click the SAVE button.

Editing the Budget Amount

If you find that budget amount has been specified incorrectly repeat the steps as listed about. If an error is presented when applying corrections you can double click the service booking record listed within the Budget record grid to apply the necessary corrections into the Budget field. Ensure the changes are SAVED.