Before You Begin...
Learn More About Navigating the Worksheet
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Filter the Worksheet to Optimize your Navigation
The Worksheet has a ton of information in it to start. Make that information work for you and your process by adding and removing columns, adding row groupings and filtering.
Pro-Tip: Set the view as a default for Editors to give you a common view.
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4 Steps to Prepare the Worksheet for a Request Round
Step 1: Review and Edit Settings
Thinking through your Operational Budget's settings can enhance the Request Round experience. Configure the Default Views you want collaborators to see when they enter the worksheet. Set any Rules you want to limit contributor requests by in an open request round. Your co-contributor team will receive instant warnings when exceeding rule limits. If using Funding Packages or Account Form View in your Request Round, review, edit, or add Justification types. If you want Contributors utilizing reports, you can also set Default Report views for them.
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Step 2: Import Itemizations and New Figures
Import any updated figures from the Financials Tool (Onboarding Tool) into the In-Progress column and/or Import any Personnel Budgeting Scenarios or Capital Budgeting Scenarios to create itemizations.
Pro-Tip: Consider locking Personnel and Capital Budgeting affected accounts before the request round to allow contributors to view these accounts, but not edit them.
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Step 3: Review and Edit the Worksheet
Review the Worksheet and Archive any accounts or itemizations that are no longer needed before an open request round. Make any known Percentage Changes to accounts in bulk. Create Forecasted Columns in the Worksheet. Lock any Accounts or Itemizations you do not want edited by Contributors.
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- Archive and Restore Items in the Worksheet
- Change the Percentage of Items in the Worksheet in Bulk
- Add and Edit Forecasted Columns in a Worksheet
- Mark Items as a One-Time or Recurring Cost in the Worksheet in Bulk
- Lock and Unlock Items in the Worksheet
Step 4: Save a Version!
Don't forget to Save a Version with your edits. This can then be used as a new baseline for your Contributors to compare to as they are reviewing their accounts.
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Ready to go?
Still need to Assign Accounts to Collaborators? Use this checklist to help you get started.
If you're not inviting others to participate this year, still add yourself as a contributor and assign all accounts to yourself. Then select the Start Request button and invite yourself to begin the process. Resource: Start a Request Round and Invite Collaborators
Need Additional Resources?
Feel free to search our Support Center or review resources on this specific module: Operational Budgeting
Have more questions or need assistance?
Submit a Request