Operational Budgeting - Check Contributor Statuses During a Request Round

There are two main areas where you can check a Contributor's status during a Request Round. Select either to navigate directly to that section. 

1. Collaborators Tab
2. Progress Tracker

The Collaborators Tab

Looking to check if your contributors are working on budget requests? Try checking the Status column on the Contributors page of the Collaborators’ Assigned Collaborators tab. 

Select the image to zoom. 

Contributor Status options:

• Submitted- The contributor has submitted all account and itemization requests that were assigned to them and/or their co-collaborator team.
• Viewed - The contributor has logged in, viewed the budget, and may have started to put in budget request values.
• Pending - The contributor has been invited to the budget but has not logged in to view the budget.
• Not Invited - The contributor has not been invited to the budget.
• Done - A co-collaborator without the submit button has marked that they are done inputting requests.
• Continue - A co-collaborator has decided to continue to make changes to budget requests. 

Viewing the Progress Tracker Bar

Access the Progress Tracker by selecting it from the upper right-hand corner of the screen.

Select the image to zoom. 

Expand the Collect Requests and Request Review progress bars to see the invited contributors, the status of their requests, the number of accounts they have changed, and the total dollar impact of those changes on the budget.

In addition to the Overall Progress bar at the top, if multiple request rounds are started within a budget, each of those is represented as its own progress bar section to efficiently track the changes that happened during those individual rounds. 

Note: Only Editors have access to review prior request rounds. Contributors will only see the current or most recent round information.