This checklist is intended to assist Reviewers with navigating potential areas of review in the Capital Budgeting Module.
Before You Begin...
Know Your Assignment
Be sure to work with the owners of the Capital Budget to understand what needs to be reviewed and what is expected of you in regards to providing feedback.
Login to ClearGov
You should have received an email when you were added as a Reviewer to the Capital Budget. From this email, you can log-in to ClearGov.
Navigate to the Capital Budget
Once you are logged in, navigate to the Capital Budget you need to review.
Reviewable Areas in Capital Budgeting
Dashboard
The Capital Budgeting Dashboard is available for Editors and Reviewers in each Capital Budget. This dashboard displays graphics and visualizations of the capital requests submitted or imported into this budget. The dashboard is the first tab you’ll see upon entering a capital budget. This page will be empty if you haven’t added capital requests yet. Only users with editor or reviewer access to the capital budget will have access to the dashboard.
Resource: Navigate the Dashboard
Request Manager
You will find all requests in the Request Manager tab. You can get an overview from the table and select a Request to see Request Details.
Note: You can leave comments on Requests to provide feedback.
Resources:
Scenarios
As a reviewer, you will be able to examine the Scenarios tab and create new Scenarios if your organization has a paid subscription to Capital Budgeting.
Resource: Capital Budgeting Scenarios
Reports
Our Capital Budgeting module has several flexible reporting options to allow you to export your data for further exploration.
Resource: Capital Budget Reports
Leave Feedback in Capital Budgeting
As a reviewer, you are able to leave comments to share with your teammates on the Request Manager tab. Comments are internal notes that other users with access to the Capital Budget can see.
Resource: Navigate the Request Manager for Reviewers
Need Additional Resources?
Feel free to search our Support Center or review resources on this specific module: Capital Budgeting
Have more questions or need assistance?
Submit a Request