Articles in this section

See more

November 10, 2026

Check out the latest updates available in ClearGov.  

Capital Budgeting

Personnel Budgeting

Operational Budgeting

Digital Budget Book

Disclosure Studio 

Capital Budgeting

Rename Uploaded Images on Capital Request Forms

Images uploaded to Capital Budgeting request forms can now be renamed at any time. Previously, image names could only be set during the initial upload, requiring users to delete and re-upload an image to change its name.

A new edit (pencil) icon in the “Images” section allows Editors and Contributors to update image names directly. Updated names also carry through to CIP documents, helping ensure images are clearly labeled rather than displaying system-generated names.

To rename an uploaded image on a Capital Request form:

  1. Open a Capital Request form and navigate to the “Images” section.
  2. Locate the image you want to rename and select the edit (pencil) icon.
  3. Enter the new image name and select “Save.”
  4. The updated name is saved to the image and carries through to the CIP document during the next data ingestion.

Personnel Budgeting

Automatically Assign Account IDs

Editors can now automatically assign Account IDs to wages, additional pays, and benefits across multiple jobs. Previously, Account IDs had to be selected manually for each allocation, making the process time-consuming for larger budgets.

Account IDs are matched using the Fund, Department, and Object classifications associated with each allocation. Before applying changes, Editors can review how many allocations will be assigned or skipped. Allocations without a unique match remain unchanged, allowing Editors to review them individually.

To automatically assign Account IDs:

  1. Ensure Wage Schedules, Additional Pays, and Benefits have the necessary Budget Classifications configured.
  2. Open “Data Model Manager” and navigate to the “Allocations” tab.
  3. Select the jobs you want to update and click “Automatically Assign Account IDs.”
  4. Choose whether to update only missing allocations and whether to preserve customized employee allocations.
  5. Review the number of allocations that will be assigned or skipped.
  6. Select the confirmation checkbox and click “Assign Account IDs” to apply the matched accounts.

Bulk upload allocations for vacant positions

Personnel Budgeting now supports bulk importing allocations for vacant positions, including Account IDs, split percentages, and benefit options. Previously, these allocations had to be updated manually for each vacant position.

With this enhancement, Editors can update allocations across multiple vacancies using a single CSV upload, reducing manual adjustments and making it easier to manage how vacant position costs are allocated.

To bulk import allocations for vacant positions:

  1. Open Personnel Budgeting and navigate to the “Vacant Positions” tab.
  2. Open the import menu and select “Import Vacant Position Allocations.”
  3. Download the template containing your current vacancies and their allocations.
  4. Update the applicable Account IDs, split percentages, and benefit options. To split an allocation, add another row for the same vacancy with a different Account ID and percentage.
  5. Upload the completed CSV file. Review and correct any reported errors, then reimport if necessary.

Improved Positions Tab Layout

The Positions tabs now have an updated layout that makes it easier to find and manage actions. Individual actions, such as Edit, Clone, and Convert to Employee, are now organized in a menu on each row, while bulk actions appear when multiple positions are selected.

Warning banners can also be dismissed, reducing clutter and providing a cleaner, more consistent experience across the Filled, Vacant, and All Positions tabs.

To access the updated Positions actions:

  1. Open Personnel Budgeting and navigate to “Positions,” then select the “Filled,” “Vacant,” or “All Positions” tab.
  2. Use the menu at the end of a row to access actions for an individual position.
  3. Select one or more rows to display the “Bulk Actions” menu.

Operational Budgeting

Reopen Selected Accounts During Request Rounds

Editors can now reopen selected accounts during a request round without reopening a Contributor's entire budget. Previously, reopening a submission required sending the entire budget back, even when changes were needed for only a few accounts.

Reopened accounts are clearly labeled “Reopened” in the worksheet until they are resubmitted, making it easier for Editors and Contributors to track which accounts still need attention.

To reopen selected accounts during a request round:

  1. Open the worksheet during an active request round and select one or more submitted accounts.
  2. Select “Bulk Actions” > “Reopen Accounts.” To reopen a single account, use the reopen option on its row.
  3. Review the selected accounts and affected Contributors in the confirmation window, then confirm.
  4. Contributors can edit and resubmit the reopened accounts, returning their status to “Submitted.”

Remove Accounts from Open Request Rounds

Editors can now remove individual accounts from an open request round in Operational Budgeting. Previously, accounts had to be reassigned to another Contributor before the round could close, even if they were no longer needed.

With this update, Editors can exclude accounts from the round entirely, restoring their values to what they were before the round opened. This makes it easier to adjust the scope of an active request round without unnecessary reassignments.

To remove an account from an open request round:

  1. During an open request round, unassign an account from its only Contributor before they submit.
  2. In the confirmation window, choose whether to keep the account in the round for reassignment or exclude it.
  3. Select “Exclude” to remove the account from the round and restore its previous values.
  4. If you initially keep the account in the round, you can remove it later from the “Account Assignment” page using “Exclude from Round.”

Flexible Worksheet Column Pinning

The worksheet now offers greater flexibility to organize and pin columns. Previously, “Account ID” and “Description” were locked in place, while the “In Progress” column could scroll out of view.

With this update, Editors and Contributors can move or unpin “Account ID” and “Description” and pin “In Progress” to keep current budget values visible while reviewing prior years.

To customize pinned columns in the worksheet:

  1. Open the Operational Budgeting worksheet.
  2. Drag the “Account ID” or “Description” column header into or out of the pinned area to adjust its position.
  3. Pin the “In Progress” column to keep it visible while scrolling horizontally.
  4. Reposition or re-pin columns as needed.

Updated Account Creation Workflow

Adding new accounts in Operational Budgeting now follows a more consistent process across ClearGov products. The previous “Clone to New Account” action has been renamed “Add New Account” and now directs you to the Financials page to create accounts.

This update helps ensure newly created accounts are available across connected ClearGov products, reducing discrepancies and providing a more consistent account management experience.

To add a new account from the worksheet:

  1. Open the Operational Budgeting worksheet and select “Actions” > “Add New Account.”
  2. Select “Go to Add Accounts” to navigate to the Financials page.
  3. Use “Add Accounts” to create the new account.
  4. Once approved, the new account appears in the worksheet.

Digital Budget Book

Print Capital Projects Continuously

You can now print Capital Projects continuously in your Budget Book and CIP PDFs. Instead of starting each project on a new page, projects flow one after another, reducing half-empty pages and shortening the book. In one client’s book, the Capital Projects section went from 159 to 118 pages. Charts stay with their legends, table rows split across pages as before, a landscape project still gets its own landscape page, and your table of contents, headers, and footers stay accurate. The setting is off by default, so your current layout doesn’t change unless you turn it on.

To turn on Print Capital Projects Continuously  setting:

  1. Open your Budget Book or CIP document.
  2. Go to Settings → PDF Presentation.
  3. Turn on Print Capital Projects Continuously, then click Save.
  4. Generate your PDF. Capital Projects now print continuously. The page reduction is most visible in the full PDF you generate, not in the in-app preview.
  5. To go back to one project per page, turn the setting off and generate the PDF again.

Disclosure Studio 

Hierarchical Sections & Folders - Configurable Report Organization

You can now organize a report into folders that match its structure, such as the Introductory, Financial, and Statistical sections of an ACFR. Group related sections, nest folders up to 5 levels deep, and expand or collapse them to focus on the part of the report you’re working on. Folder changes show up live for everyone working in the report, and copying a report keeps its folders. Folders only organize your section list. Workflow and permissions stay on each section, as before.

To organize a report into folders:

  1. Open a report in Disclosure Studio.
  2. Click + in the top bar, next to a section, or inside a folder, and choose Folder.
  3. Double-click the folder to rename it.
  4. Drag sections into the folder. Drop one section onto another to group them into a new folder.
  5. Click a folder, or use the Right and Left arrow keys, to expand or collapse it.

Footnotes in Table Headers (JS and MDFM Tables)

You can now add footnotes to a table’s heading, not just to its cells, in both manual and MDFM tables. Use one to cite a source or add a disclosure that applies to the whole table. The footnote appears under the table, numbered in sequence with your other table notes, and carries through to your published report.

To add a footnote to a table heading:

  1. Open the report section that contains the table.
  2. Open the table's Header information.
  3. Click Add Footnote and enter the footnote text.
  4. Save.

Shared Rules - Improve Dimension Selection for Rule Creation

Creating a Shared Rule no longer requires typing a dimension code. Pick the member the rule maps to, such as General Fund, from a searchable list by its name. The code is saved with the rule automatically, so there’s nothing to look up or mistype. Existing rules are not affected.

To create or update a Shared Rule using the searchable member list:

  1. Open the MDFM model and go to Data Set > Shared Rules. 
  2. Click Create Rule, or edit an existing rule.
  3. Choose the dimension context and the dimension. 
  4. Browse or search the list and select the member (e.g., General Fund).
  5. Save the rule. The member’s code is saved automatically.

[Settings] – Rename Activity Log, consolidate with Airflow History under Monitoring

Settings now has a Monitoring page for checking on report generation and data refreshes. It combines two pages under names that say what they show: Background Jobs (formerly Activity Log) and Data Refresh (formerly Airflow History). Background Jobs opens by default. Audit Trail stays where it is, and bookmarks to the old pages redirect to the new ones.

To monitor report activity and data refreshes:

  1. Go to Settings.
  2. Open Monitoring/Audit Trail.
  3. Use Background Jobs to check report generation, print previews and MDFM rollups.
  4. Use Data Refresh to check data refresh runs.

Bulk-edit report permissions, with archived-report visibility and filtering

Admins can now set a user’s permissions on many reports in one save. In the Report permissions tab, select multiple reports, choose the permissions to apply, and either add them to the user’s existing access or replace it. The tab also marks archived reports, so you can filter by All, Active, or Archived and search by report name or type.

To manage permissions across multiple reports:

  1. Open Edit permissions for a user.
  2. Go to the Report permissions tab.
  3. Select the reports. Use search or the All / Active / Archived filter to find them.
  4. Select the permissions to apply, choose Replace or Add, and save.



Have more questions or need assistance? Submit a Request

Related articles