Operational Budgeting - Create and Manage Teams for Funding Packages

Collaboration on Funding Packages allows multiple users to work together on funding requests. This enables departments to collectively capture and review data, helping ensure submissions are complete, accurate, and representative of the entire team’s input.

Create and Manage Teams

Teams are groups of Operational Budgeting contributors who share access to the same funding packages, enabling coordinated input, review, and management of requests.

1. Navigate to the Funding Packages tab
2. Navigate to the Teams sub-tab
3. Select the + Add a Team button 
4. Inside the Add a Funding Package Team form, enter the Team Details.

• Enter the Team Name and an optional Description
• Select Department/Divisions
• Choose the team’s Submitters (usually a department head) to review and submit packages. All other members of the team are contributors. 

Note: Collaborators may see the Submit button even if they are not designated as a submitter; however, they can only submit a funding package if they are listed as a Submitter in the Add a Funding Package Team form.

After a team is created and contributors are assigned, all team members can collaborate when creating and editing funding packages, ensuring shared visibility and coordinated updates.

Edit Team Details

To update team details or add contributors follow the steps below: 

1. Select the Actions icon at the end of the team’s row. 
2. Choose Edit to make changes or Archive to remove the team.
3. Selecting Edit will open the Edit Team form where you can update team details. 
4. In the Edit Team form, navigate to the Contributors sub-tab to add new Contributors to a team. 

Additional Resources

• Learn more about Funding Packages in the article: Operational Budgeting - Create a Funding Package
• Learn more about collaborator roles in an Operational Budget by exploring the collection of resource articles titled Add and Manage Collaborators.