This article is intended for: all User Types of the Operational Budgeting Module.
Note: Some features may not be available for some user types.
The Operational Budget home screen contains all current or previous years' budgets. From the home screen, you can view/take action on Active and Archived budgets.
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- Active budgets are all current and prior budget years currently being utilized for budgeting and is the default page when accessing the Operational Budgeting module. You can toggle between Active and Archived budgets on the home page.
- Select the Budget Name to open it and begin working.
- Utilize your Navigation options.
- Change your Budget View from List to Card
- Search your budgets
- Filter by specific criteria to help you navigate
- The Default column informs you which active budgets are utilized in the Budget Book and Transparency. Toggle on or off the Default Budget you wish to default to.
- Select checkboxes next to the budget(s) you want to Clone or Archive. You can Clone an Operational Budget as many times as needed.
Note: Toggle off the Default setting to Archive a budget.
Pro-Tip: Archive any unused budgets to avoid confusion as to what budgets are in use.
Need to Manage Archived Budgets or Ready to Create a New Operational Budget?
Learn more with these articles: Manage Archived Budgets & Create a New Budget
Have more questions or need assistance?
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