This article is intended for: all User Types of the Operational Budgeting Module.
Use this article when: you need to review any archived Operational Budgets to restore or delete them.
Archived budgets are any budgets that are no longer active. You can still view these budget and export them, but you will not be able to make any edits and most functionality will be limited.
Select the image to zoom.
- From the Active tab on the Home Screen, you can toggle from Active to Archived to view your Archived Budgets.
- Select the Budget Name to open the Archived budget to view it and Export budget data from it.
- Utilize your Navigation options.
- Change your Budget View from List to Card
- Search your budgets
- Filter by specific criteria to help you navigate
- Select the checkbox(es) next to the budget(s) to allow you to Restore or Delete them.
- Select the Restore button if the operating budget is to be moved to the active screen.
- Select the Delete button to permanently remove the Archived Operating Budget from the Operational Budgeting module.
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