Workflow

The Workflow feature gives you full control of the budgeting process from start to finish. Through a workflow matrix, you can manage the end users’ access to budget forms, monitor the progress of the budget data entry, and receive notifications by the end user when budget data entry is complete. This paves the way for a dynamic and smooth budgeting process.

Options in the Workflow screen

Button Name Description
Create new Click here to create a new workflow. See Create new workflow.
Status Click here to view the status and progress of a published or finished workflow.
View Click here to view the details of a published workflow.  You cannot view finished workflows.
Edit Click here to open and edit a draft workflow. You cannot edit published or finished workflows.
Duplicate Click here to duplicate an existing workflow.
Delete Click here to delete the selected workflow. All assignments will also be removed.