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Operational Budgeting - Edit Justifications Settings

This article is intended for: Editors responsible for overseeing Operational Budgets and managing Funding Packages

Use this article to: add and edit Justifications the Contributors can use when creating Funding Packages.

Justifications are preset reasons for why a budgetary request might be needed and can be customized to your organization's needs. Justifications are utilized within the Funding Packages form and can be utilized in Account Form View to provide justification for a Rules override. 

To access the Justifications Settings, navigate to your preferred Operational Budget and then select the Settings menu in the upper right-hand corner of the screen. 

In the Justification Settings menu, you can take the following actions:

Select the image above to zoom in.
  1. Filter and search for a specific Justification in the list.
  2. See the number of times that Justification was utilized in either a Funding Package or within Account Form View.
  3. Add a new Justification type by selecting the + Add New button in the upper right-hand corner.
  4. Select the three dots in the right-hand Actions column to Edit or Delete a Justification.
  5. Select the dots to the left of a Justification to click and drag to re-order it in the list.
  6. Select the Save Changes button to finalize any setting decisions you have made or changed. 

 



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