This article is intended for: all User Types of the Operational Budgeting module.
Use this article after: being invited to participate in a Request Round (Contributors and Reviewers) or whenever you need to collaborate with others and leave additional details.
Note: You can select any image below to zoom in.
Add Notes, Attachments and Comments to an account or itemization by selecting the Action button (three dots).
- Notes - a tool to add context to accounts or itemizations that can be shared publicly with constituents in your Transparency Center or budget book.
- Attachment - attach any document that helps support the budget request values or changes.
- Comments - an internal tool that allows you to add context for other Collaborators.
The History feature displays a focused audit trail for a specific account or item, highlighting the changes that have happened.
Note: Depending on your user permissions and the status of the in-progress column, you may see additional options when you select the Actions button.
Within the Worksheet tab, an Additional Info column will contain the attachments, notes, and comments for each account and itemization as well as alerts to any One-Time Costs or Rules Override Requests.
Icons in the Additional Info column are designed to indicate when an action has been applied to an account or itemization. The legend at the bottom of the worksheet describes what each icon represents.
Select the icon in the preferred column next to the account or itemization to view what you or another user has added as an attachment, note, or comment. You can add or update additional information as well from correlating pop-up screens.
Note: If you opened the attachments pop-up the added attachments can also be downloaded or deleted from this screen.
Have more questions or need assistance?
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