This resource is meant to walk through the critical elements of a Request Round Cycle in ClearGov.
It’s that time of year, budget requests season. Let’s walk through the Request Round Cycle process flow in the Operational Budgeting module and tips and tricks to have a successful session.
The Request Round Cycle
Below is a high-level overview of the Request Round process in the Operational Budgeting module.
Click on each section below to learn more.
- Start the Request Round
- Invite Collaborators through Email
- Collaborators submit the In-Progress Column requests
- Editors make edits and decisions about approvals
- Close the Request Round to complete the process
- The system saves the Requested and Closed Requested amounts automatically
Use the Progress Tracker Bar
The Progress Tracker bar, located in the upper right-hand corner of your Operational Budget, provides up-to-date information on the status of a given request and what an individual collaborator has changed in the budget. For more information about the Progress Tracker Bar, please see this article.
Have more questions or need assistance?
Submit a Request