How do I reopen a budget level? (2023.05)

Open a closed budget level in a current or future year.

A budget level is a level in a budget that you can use to label and track amounts through the budgeting process. A closed budget level prevents users from adding, editing, or removing budget amounts from the closed level. When you close a budget level, you can be certain that you will always be using the current budget level when you enter budget amounts. Use Reopen a Budget Level to open a closed budget level in a current or future year.

Important! After the budget level is updated, run Budgeting > Close Budget Level to close the open budget level.

Reopening a budget level

1. Open Connect General Ledger > Budgeting > Reopen a Budget Level.

2. Do you want to open a budget level in the current year?

Yes, open a budget level in the current year. Click to select Reopen Budget Level for the Current Year Ending MM/DD/YYYY. Then, use Level to select the budget level to reopen.
No, do not open a budget level in the current year. Click to deselect Reopen Budget Level for the Current Year Ending MM/DD/YYYY.

3. Do you want to open a budget level in the next year?

Yes, open a budget level in the next year. Click to select Reopen Budget Level for the Next Year Ending MM/DD/YYYY. Then, use Level to select the budget level to reopen.
No, do not open a budget level in the next year. Click to deselect Reopen Budget Level for the Next Year Ending MM/DD/YYYY.

4. Click GO (CTRL+G).

The budget level is open. After the budget level is updated, run Budgeting > Close Budget Level to close the open budget level.

Closing a budget level

See the help topic titled How do I close a budget level?