This article is intended for: Editors and Contributors in the Operational Budgeting module.
Use this article after: creating an Operational Budget or tracking Requests (Editors) or while in a Request Round to understand your assignments and track your status (Contributors).
Note: Select any image below to zoom in.
Staying on top of all the details in the budgeting stages can be tricky. Our Progress Tracker is here to help you keep everything organized!
The Progress Tracker bar, located in the upper right-hand corner, provides up-to-date information on the status of a given request and what an individual collaborator has changed in the budget.
Select the Progress Tracker icon to gain insight into that particular progress status.
The Progress Tracker will have different details displayed for editors and contributors. Select your User Type to navigate directly to it.
The Editor View
The overall Progress Tracker bar will summarize the overall percentage rate of budget completion and whether the Request Round is in progress or is closed.
Once the Overall Progress Tracker bar is selected, the Progress Tracker will appear on the right-side of the screen. Each task will contain sub-tasks to complete the section.
You can also track the status of the Account Assignments of your Contributors under the Collect Requests and Request Review sections. The columns within this section can be sorted by selecting the column header.
Note: If multiple Request Rounds are started within a budget, each of those is represented as its own progress section to efficiently track the changes that happened during those individual rounds. Only Editors have access to review prior Request Rounds. Contributors will only see the current or most recent round information.
The Contributor View
The overall Progress Tracker bar will summarize the number of Accounts assigned, the number of Accounts edited, and the number of days remaining to input budget requests.
Select any of the text of the overall Progress Tracker bar to display more detailed information on your and your teammates' requests.
If you do not have the ability to Submit Budget Requests, you will be able to alert an authorized team member that they are complete by selecting the I’m finished with my budget updates button.
If you have the ability to submit, you will be able to select the Submit Budget Requests button in the Worksheet or the Progress Tracker.
Cue the confetti! Once submitted, you will receive a confirmation message and congratulations on completing your portion of the budget.
Have more questions or need assistance?
Submit a Request