FAQ: As an editor, do I need to fill out the Account IDs when I am creating a Request Form?

Nope! When users are filling out the Request Form, Requesters will be able to select the appropriate Capital Cost/Funding Source option and pair it with the Account ID. 

Account ID selection is not mandatory for the Requester to submit, so the Editor can go back and add Account IDs after submission. 

Note: To the right of the Account ID selection box is a + icon, allowing you to split the cost between multiple Account IDs. Select the + icon and type in the percentage allocation you want for each account; it must add up to 100%.

All financial panels, including Capital Costs, Funding Sources, Operational Costs, Operational Revenue, and Cost Savings, have an Account ID / Allocation column for item-level account assignment and a Default Account ID field for applying one account ID to all items in that panel. 

1. Select the eye icon to hide the Account ID / Allocations column for Collaborators.
2. Select the eye icon on the Account ID at the bottom of the panel to hide the default Account ID field for that financial panel.
3. If an account ID is entered in the default Account ID field, select the lock icon to make that field not editable by Collaborators.
4. To remove a default Account ID, select the minus sign icon to clear your selection.

Note:  Form updates are automatically saved upon selection and will be applied to all requests created utilizing this form from this point forward; however, these choices do not update or override existing requests