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How to Edit and Add Accounts in Gravity Resources Tables

Step-by-Step Guide:

Table Navigation

  1. Navigate to Report Summary

  1. Click "Budgeting"

  1. Click "Resources Tables"

  1. Click "View Resources Table"

  1. Click "Account"

  1. Click Open to load selected table

Record Modification

  1. Click Edit icon for desired account row

  1. Update account details in modal

  1. Click Save to apply changes

Record Creation

  1. Click Add a row icon to initiate new record entry

  1. Select the checkmark box to deactivate or activate an account in this menu.

  1. Click Save to create new account record.


 



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