October 2020

Highlights of the October 2020 product release include:

• Digital Budget Book Solution: The ability to collapse and drag panels has been added to allow editors to more easily manage and customize panels within each page. Using drag and drop functionality, users can quickly grab a panel and move its placement on the page. They can also collapse each panel to free up more room on the page as they’re working or reordering panels.
• Digital Budget Book Solution: A number of customizations have been added to tables on Fund Summary and Departments pages. From the new ‘Customize Rows’ menu, users can choose the level of categories to display in the table. For example, you may want to show the sub-categories of one category, but not for other categories. Or, you may want to show all the sub-categories of every category a few levels deep in the table. Users can now go in and choose the category level to display on the table. You’ll also notice a new ‘total’ row in bold under each category to make the table easier to read
• Digital Budget Book Solution: We have made several improvements to the Departments pages that allow users to customize the level of detail displaying on their page including the ability to combine multiple departments, select multiple departments across funds, and exclude categories.
• Budget Editor Solution: Digital Budget Book and Insights clients that don't have ClearGov Budgets can now access Budget Editor to be able to edit figures within their budget on their own - without needing to send ClearGov an Excel file each time they need to make a change. They will have access to a table that displays the data they've provided Cleargov and have the ability to select and edit the numbers, add notes, and edit actuals - giving users complete control to update their budget any time they need to and have it reflect in the ClearGov application they're using. If you're interested in enabling the Budget Editor, please reach out to your Client Success Manager - this tool is only enabled upon request.

View this video to see how some of these new features can work for you.

Click here for more information. Information about the Department page updates can be found here. Contact your Client Success Manager to learn more or for assistance using any of these new features.