All Funds Budgeting

Bulk Actions

A couple of new bulk actions are now available within the Worksheet tab that allow for more precision of which accounts and/or itemizations should be updated, especially when first getting the overall budget up and running. The first new action available is a bulk percent change that can apply to one or more of the different financial columns (Projected, In Progress, & all Forecasted columns).

The percent values can be positive or negative to increase or decrease the value column of the selected financial versions. One note is that the percent applied will be directly added or subtracted from the value itself, which means the percent column may be impacted by more or less than the filled-in percent based on the comparison to a previously saved version. 

The other new bulk actions are to approve or deny a subset of the budget while not impacting the entire budget. This will allow for an entire department to be reviewed and updated quickly without manually clicking each thumbs up or down for each request. These actions will be available, even outside of a request round, and if selected won’t have any impacts on the budget. 

New Permission

A new permission is available within the Collaborators → Contributors tab within the “Budget Access” section. The new option is called “View Budget After Submit” and does exactly what it sounds like. If this permission is turned off for a contributor, as soon as their portion of the budget is submitted, either done by themselves or by someone else on their team, they would then see a splash screen on both the Dashboard and Worksheet tabs to highlight the budget is still under construction. By default, this permission is turned on for all contributors. 

Reorder Columns

On the Worksheet tab, some additional functionality is now available to reorder the columns to a preferred sequence. Similar to filters and sorting, any order that’s applied will stick to the Worksheet tab until the Reset View button is clicked or an editor pushes a new configured view for the organization. This can also be utilized within configured views to further enhance the main workspace for contributors and reviewers.