As an admin, you can edit any budget policies created in your Spend Center account. You can edit a policy from the Spend Policies page or from any budget where the policy has been applied previously. When editing a policy from a budget, you can choose to apply edits to all connected budgets or disconnect the budget from the policy and either create a new policy or apply changes to the budget without a policy.
You can also delete policies and remove any spend controls from any connected budgets.
Edit Policy
Edit From Budget Policies Page
In the Spend Center Navigation Menu, click the Policy link.
Find the policy you want to edit.
Click the Edit link.
Edit the settings for your policy, including:
Policy name, document, and description
Applied budgets
Click the Save button.
Edit From Budget Page
You can also edit a policy's settings by opening a budget associated with the policy.
Find the Budget Policy section and click the Edit Policy link.
To edit the policy and apply changes to all connected budgets, select the Edit Policy button. To make policy edits only for the selected budget, select the Edit Only This Budget button.
Edit the settings for your policy, including:
Policy name, document, and description
Applied budgets
If you edited the policy to apply changes to all connected budgets, click the Save Policy button.
If you edited the policy for only the original budget, you can apply edits to that budget or create a new policy using those edits.
To save your changes as a new budget policy, select the Save As New Policy button. Then enter a name for your new policy.
To apply edits to the budget without creating a new policy, select the Save to Budget Only button.
Delete Policy
In the Spend Center Navigation Menu, click the Policy link.
Find the budget you want to edit.
Click the Options (three dots) icon.
Select the Delete policy option.
Confirm that you want to remove spend controls from all connected budgets.
Click the Delete Policy button.
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