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Increase a Property Budget

Use Adjust Budget on a property’s Info tab when its annual budget limit needs to change. LeanSite shows the current limit, asks for the revised limit and requires a reason for the adjustment. Review the property’s committed and spent amounts before saving so the new limit reflects work that has already been authorised or completed.

 What this article covers

This guide covers a direct adjustment to one property’s annual budget. To move existing funds from one property to another, use Transfer Budget and follow the transfer guide.

Before you start

You need access to the property’s financial information and permission to adjust its budget. Prepare the revised total limit and a clear reason that another authorised user can understand later.

1. Open the property

Select My Property, then open the property whose budget you need to change. On the Info tab, review the Annual Budget summary, including Total, Available, Committed and Spent.

Alt text: Property Info tab showing the annual-budget summary and the Adjust Budget and Transfer Budget actions.

2. Open the adjustment fields

Select Adjust Budget. LeanSite displays the Current Limit, New Limit and a required Reason field.

3. Enter the revised limit

Enter the property’s revised overall budget in New Limit. This field expects the total limit after the adjustment. Compare it with the current limit and the property’s committed and spent values before continuing.

4. Record the reason

In Reason, explain why the limit is changing. Include the operational or approved financial basis for the change so that the adjustment can be understood during a later review.

Alt text: Adjust Budget fields showing Current Limit, New Limit, the required Reason field and Save.

5. Save the adjustment

Check the figures and select Save. Return to the Annual Budget summary and confirm that the Total and related values reflect the approved change.

Expected result

The property’s annual budget shows the revised total limit. The reason supplied with the change provides context for the financial record and subsequent review.

If you cannot save the change

Check that New Limit contains the revised total and that Reason has been completed. If the action is unavailable, ask the organisation’s authorised budget owner to make or approve the change. If the summary does not update after a successful save, record the property name, the previous and revised limits, and contact LeanSite Support.