| What you see? | Why? | How to fix it? |
| “The total allocated budget for this category exceeds the available category budget.” | Your line items add up to more than the category budget | Lower quantities, remove a line item, or raise the category budget on the plan |
| “No assigned line items are available for budget allocation.” | Nothing is assigned to the client in that category | Add the service in Assign Line Items first |
| “This line item has already been selected for budget allocation.” | That pricebook and line item is already in the grid | Edit the existing row instead |
| Funding Period button is greyed out | No line item quantity is saved in that category yet | Allocate a quantity and save first |
| Funding Period dates are rejected | The dates fall outside the plan, or overlap another period in the same category | Change the dates |
| “Funding Period allocation cannot exceed the Plan Category Budget.” | Your periods add up to more than the category budget | Lower the amount; the message shows how much is left |
| You can’t edit the first period’s start date or the last period’s end date | They’re fixed to the plan’s start and end dates | Change the plan dates instead |
| You can’t delete a Funding Period | Invoices have already been created with it | Edit it instead |
| You can’t lower a category budget | It would go below what’s already allocated |