This guide will cover:
This QRG will review how to submit budgets and review and export budgets.
Hover over each form in the dashboard.
Additional options are displayed in the top right corner of the form.
The Budget Approval form has a feature to allow planning users to mark all level 0 members as complete, at once. Note, the below process works if you are setting the status to “complete”.
Change the parent to complete.
Reports in WyoCloud Planning and Budgeting connect directly to the database and can be downloaded in a variety of formats (Excel, PDF).
If the Point of View is set to anything above level 0, then each of the descendants of the member will also display in the report
This completes the Submitting a Budget and Reviewing Reports QRG.