Operational Budgeting - Archive and Restore Items in the Worksheet

In the Operational Budgeting Worksheet, you can archive and restore Accounts and Itemizations. 

Note: We recommend taking these actions outside of a request round. 

How to Archive Accounts

1. Navigate to the Operational Budgeting Worksheet to get started. 
2. Select the boxes next to the accounts or itemizations you want to take action on in the worksheet.   
3. Select the Bulk Actions button and choose the Archive Items option to begin the process.
4. Select the Archive Items button to complete the bulk archive process. If you toggle off Archive both accounts and itemizations, itemizations will be archived, and the accounts themselves will remain active. 

How to Restore Accounts

To reverse an archive decision, you can Restore the Accounts or Itemizations. 

1. First, in the Worksheet, add the archive column from the General Information section of the Column Menu to the worksheet.
2. At the top of the Column, select the Filter Icon, and filter by Archived = Yes.
3. Lastly, select the archive accounts or itemizations and utilize the Restore Items bulk action.