Checklist for Editors: Operational Budgeting - Make Decisions and Close a Request Round

Before You Begin...

Check the Status of Your Request Round

Check the Progress Tracker and the Collaborator Tab to see your Contributor's Status regarding reviewing and submitting requests. If needed, you can force submit or re-open any requests for a contributor. 

Resources:

• Check Contributor Statuses During a Request Round
• Review Contributor Request Status
• Force Submit or Reopen a Contributor's Budget

3 Steps to Closing a Request Round in Operational Budgeting

Step 1: Review the Worksheet and Make Decisions

After a department or division leader submits their requests, the next step is for you to review, approve, or deny those requests. Use the increase/decrease arrows in the In Progress > Value column to identify categories containing line items requiring your attention. 

Resources: 

• Take Action on Budget Requests
• Review Attachments
• Approve or Deny Items in Bulk

Step 2: Close the Request Round

Be sure to click the Close Request button once everything has been evaluated. This completes the request round so further request round edits cannot be made and allows you to continue with the various stages including any amendments to the budget. 

Closing a Request Round also automatically saves two versions of data (Initial Request and Closed Request columns) of your budget that you can utilize.

Pro-Tip: If you are still not seeing the Close Request button, there is a chance that some accounts may not be assigned. Make sure to assign ALL accounts in your budget and approve or deny these amounts. 

Resources: 

• Close a Request Round
• How do I locate accounts that are unassigned to contributors

Step 3: Continue the Budgeting Process

Now that you have your budgeted figures after a request round, you can use this data to report out to your stakeholders. Run reports, export the dashboard, or even include this data in a Digital Budget Book (subscription required). 

Upon stakeholder feedback, continue to work through the budgeting stages and continue saving a version as needed. Once the budget is officially signed off, you can finalize the budget.

Resources:

• Publish and Export Your Operational Budget
• Digital Budget Book - Edit the Data Source
• Save a Version of the Worksheet
• What is the difference between Closed Request and Finalizing in the Worksheet

Need Additional Resources?

Feel free to search our Support Center or review resources on this specific module: Operational Budgeting