O&M Templates

1. Open your O&M template by double-click on the template you wish to open.

2. In the O&M Template, you will see all of reported financial data for your department or organization. All columns in blue are columns you cannot edit, and columns in grey are columns you can edit.

3. To filter the data, click on any upside down triangle.

4. Then select the properties you wish to filter by.

5. Click "OK".

6. In the bottom right of the table, you can see which filters you have enabled. By clicking on the checkbox, you enable or disable your selected filters.

7. To clear all filters, click "Clear" in the bottom right of the table.

8. To change how the table is displayed, click on any column header and drag it beneath the "Main Template" tab.

9. Now the table's view will be changed. To reverse this, simply click on the column header underneath "Main Template" and drag it back into the table.

10. If you want to export the O&M table, click on the folder icon to the top right of the table to export the O&M template as an excel file. This will export the current view of the template.

11. To edit the table's cells, double-click on any cell in a grey column.

12. If you want to add individual transactions to the cell, right-click the cell you want to edit. Then click "Open Details".

13. In this menu, you can add any number of transaction in the details panel.

14. In the second text field, select a status for this transaction. Recurring expenses can be rolled forward into next budget year.

15. Click this field.

16. After you have added your transactions, the sum will automatically be calculated underneath the details.

17. You can attach a file to any detail by clicking on the paper clip icon.

18. As well, you can delete any detail by clicking on the trash can icon.

19. Once you have added all of the necessary details, click "Save".

20. Once you are done with data entering, and you would like to the template for review, you will need to change the workflow for the template. Click on the three dots to the right of the O&M template.

21. Click on "Workflow Step" and then select the desired step.

Note: once the workflow status has changed you will lose the ability to edit the file - if for some reason, you want to bring it back to editing, you will need to contact your admin.