This checklist is intended to assist Contributors with Participating in an Open Request Round within Operational Budgeting.
Before You Begin...
Login to ClearGov
You should have received an email when you were added as a Contributor to the Operational Budget. From this email, you can log-in to ClearGov.
Navigate through the Operational Budget
We recommend you take some time to familiarize yourself with the system. Here are a few resources to help you:
Steps to Participating in an Open Request Round
Step 1: Review Assigned Accounts
Review the budget information provided in the In Progress column of the Worksheet. You will only see the accounts assigned to you. You can also utilize the Progress Tracker to see what is assigned.
If you have a biennial operational budget, there will be three In Progress columns: one column for the current fiscal year, another column for the future fiscal year, and a third column with the total of those two fiscal years.
Resources:
Step 2: Collaborate in the Worksheet
If you have the ability, you can also add Co-Contributors to assist with reviewing and making edits to the budget. If you have any questions about your permissions, please reach out to an Editor of your Operational Budget.
Resources:
Step 3: Make Edits in the Worksheet
Contributors can edit the values directly in the worksheet or the Form View.
Pro-Tip: Form view offers a sheet of paper-focused look and feel for a given account item and allows them to cycle through their assigned accounts one at a time.
Resources:
- Video: How to Make Budget Requests
- Edit Assigned Accounts
- FAQ: The Accounts in my Budget are Locked. Why Can I Not Edit Them?
Step 4: Submit Requests
Once complete, if you have the ability to submit the request, you will see a Submit button.
If you see a Done button, you do not have the ability to submit, but selecting done will inform other team members that you have completed the request and they can review and submit on your behalf. Please reach out to an Editor of the Operational Budget with questions.
Pro-Tip: Utilize the Progress Tracker to make sure you have completed everything and submit or complete your edits directly within the tracker.
Resource: Submit Budget Requests
Optional Step: Create and Submit Funding Packages
Funding Packages are requests for new positions in Personnel Budgeting while simultaneously requesting Operational Budgeting Account amounts. Not sure if your organization is using Funding Packages? Check with an Editor in your Operational Budget.
Resource: Create and Submit Funding Packages
Need Additional Resources?
Feel free to search our Support Center or review resources on this specific module: Operational Budgeting
Have more questions or need assistance?
Submit a Request