Checklist for Reviewers: Operational Budgeting - Review and Leave Feedback on an Operational Budget – ClearGov Support Center

This checklist is intended to assist Reviewers with navigating potential areas of review in the Operational Budget.

Before You Begin...

Know Your Assignment

Be sure to work with the owners of the Operational Budget to understand what needs to be reviewed and what is expected of you in regards to providing feedback.

Login to ClearGov

You should have received an email when you were added as a Reviewer to the Operational Budget. From this email, you can log-in to ClearGov.

Navigate to the Operational Budget

Once you are logged in, navigate to the Operational Budget you need to review.

Reviewable Areas in the Operational Budget

Dashboard

The Dashboard tab shows the overall “big picture” of the biennial or annual operational budgeting values. The dashboard outlines the overall Expenditures, Revenues, and Surplus/Deficit values for the in-progress version statistics from each fund’s default budget.

Depending on your permissions, you may also be able to see Fund Balances on the Dashboard. Please speak with an Editor of the Operational Budget, if you have questions about your permissions.

Resource: Navigate the Dashboard

Worksheet

The Worksheet is the heart of the Operational Budget and where you will find the accounts to review.

Note: As a reviewer, you will only have access to the accounts that an Editor has assigned to you.

Depending on your permissions, you may also be able to View Hidden/Archived accounts and Hide Itemizations. Please speak with an Editor of the Operational Budget, if you have questions about your permissions.

Resources: Navigate the Worksheet

Funding Packages

Depending on your permissions, you may be able to review Funding Packages that have been submitted. Please speak with an Editor of the Operational Budget, if you have questions about your permissions.

Resource: Review Funding Packages

Attachments

Attachments can be added to accounts and itemizations in the Operational Budget. They can be viewed in the Worksheet and Funding Packages in-line with that account or itemization, and also in the Attachments tab.

Resource: Review Attachments

Reports

The Reports tab of an operational budget contains several types of reports including Standard Reports that you can customize to your preference and save for later use.

Depending on your permissions, you may be able to see ERP reports. Please speak with an Editor of the Operational Budget, if you have questions about your permissions.

Resources:

Leave Feedback in an Operational Budget

As a reviewer, you may be able to leave comments, notes and attachments to share with your teammates if you are set up with these permissions. Please speak with an Editor of the Operational Budget, if you have questions about your permissions.