Budget Change Process (BC Wayfinder)
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This document assumes that you have an e-Builder account, have logged in, and are a project participant and are the Project Manager of the project you are making a budget change for.
The Project Managers (PM) will execute this process in order to manage the overall project Budget by moving monies between budget line items, as well as into and out of contingency.
Login to e- Builder and select the project you want to submit the budget change to.
On the left hand side, select Processes.
Select "Start Process" on the top right hand side of the screen.
This will launch the Process options screen.
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Select 01 Budget Change
Note: All * fields are required.
In The Details Tab enter:
*Subject: Enter the reason for the budget change
*Budget Change is Related to Budget Development? (Yes or No):
Select ‘Yes” if the budget you are making a change to is still in budget development and is not the final budget (This will keep the budget change amount in the “original budget” column).
Select “No” if you are making a change to the original approved budget (this change amount will be added to the “revised budget” column).
*Justification: Provide, in detail, the justification for the budget change
*What Role are you in?: Select SPM, PM, APM, or Project Admin from the dropdown menu
*Reason Code (dropdown box): Select the reason for submitting the budget change
Note: Please reference Budget Change Reason Code Definitions Wayfinder
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*Date of Change: Enter the date that you are submitting the budget change
The Budget Change Custom Fields section of this process is automatically populated by e-Builder after the process has been submitted and therefore no data needs to be entered into these fields.
Next, you will want to attach all supporting documentation (i.e., proposals, rate sheets, client request) for your budget change in the documents tab.
Next, you will want to add the budget line items to the process:
Click on “Add All Line Items” to bring up your budget line items.
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Select Submit at the bottom of the screen.
Once you select Submit, the budget change process proceeds to the next step in the workflow.
You are done!
Note:
Throughout the budget change process, once it has been submitted, you may
check on the status of the budget change by selecting, “Show History” or “Show Workflow Diagram” to see the next step in the approval process.
Start:
Login to e- Builder and select the project on which you want to view the budget change process. On the left hand side, select Processes.
​Select “Show History” or “Show Workflow Diagram” and that window will open.
