Allocating Budget per Partner for the Entire Project

In some cases, you may only have the budget per participant and cost category for the entire project, instead of broken down per activities, like work package or tasks. This help article will guide you through the process of allocating the budget in EMDESK to reflect this structure.

Step 1: Create a new project level activity and move work packages

• Navigate to the Workplan section and create a new activity
• Name the new activity as the project
• Move all the activities, like work packages, underneath the new project level activity by opening each activity in the sidebar and setting the new project level activity as the parent

Step 2: Update ID settings to reflect new work breakdown structure

• Navigate to Settings > Customisation and scroll down to ID Settings
• Add a new level (+Add Level), copy and paste the ID conventions one level down
• Add the new ID convention for the new first project level

Step 3: Assign budget records to the new project level activity

• Go to the Budget section in the Resources section
• Move and assign all the records to the new project level activity using the bulk update feature