Edit a Project Account

Change a project account's details.

Only an Budget Manager administrator can edit an account.
  1. Click the Configure tab.
  2. Click Projects from the Budget Manager menu located on the left-hand side of the web page.
  3. Click located to the far right of the account.
  4. Click Edit.
  5. For Active, choose one of the following options:
    • Click to activate the account.
    • Click to deactivate the account.
  6. For Accounting Policy, choose of the following options:
    • begin_period
      The account is charged in the period when a job begins.
    • end_period

      The account is charged in the period when a job ends.

    • proportionate

      The account is charged in the corresponding periods when a job is run.

  7. Enter a start date and end date for the project account:
    1. For Start Date, use the calendar widget to choose a start date.
    2. For End Date, use the calendar widget to choose an end date.
      The end date must be greater or equal to the start date.
  8. For Clusters, click on the name of an available cluster to associate it with the account.
    Tip: Use the search box to search for a cluster. To disassociate a cluster from an account, click on the name of a selected cluster.
  9. For Users, click on the name of an available user to add the user to the project account.
    These users are able to run jobs that consume currency added to the project account.
    Tip: Use the search box to search for a user. To remove a user from the account, click on the name of a selected user.
  10. For Stakeholders, click on the name of an available user to make that user a project stakeholder.
    A stakeholder can add or withdraw currency from an account.
    Tip: Use the search box to search for a user. To remove a stakeholder from an account, click on the name of a selected user.
  11. Click Save.