Add OrgUnits, Manage OrgUnits Tutorial

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Purpose: During Client Configuration, the client's OrgUnits or Departments need to be added to Dynamic Budgets to make them available for budgeting and reporting purposes. They are managed in the Manage OrgUnits tab.

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• Add OrgUnits Tutorial

  PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: During Client Configuration, the client's OrgUnits or Departments need to be added to Dynamic Budgets to make them available for budgeting and reporting ...

• Add OrgUnits Article

      Tutorial Link Purpose: During Client Configuration, the client's OrgUnits or Depts need to be added to Dynamic Budgets to make them available for budgeting and reporting purposes. In order for OrgUnits to be available for budgeting and for ...

• Manage OrgUnits Article

     Tutorial Link Purpose: During Client Configuration, the client's OrgUnits or Depts need to be added to Dynamic Budgets to make them available for budgeting and reporting purposes. They are managed in the Manage OrgUnits tab. ​ Once OrgUnits has ...

• Manage OrgUnits Tutorial

  PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: During Client Configuration, the client's OrgUnits or Departments need to be added to Dynamic Budgets to make them available for budgeting and reporting ...

• Manage Budgets Tutorial

  PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, ...