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Lookup Article
This standard functionality provides the ability to access data that is within the system and then copy the data to the appropriate Assumption Grid. The general process will be discussed first followed by a review of the available data. The Lookup ...
Basic Budget Entry Article
Tutorial Link Basic Budget Entry is used for entering and viewing budgets within two tabs: Dashboard Account Details Other entry and viewing screen options are the Budgeting Dashboard , and the Custom Budget Entry . The Dashboard tab ...
Custom Reports Article
Tutorial Link Purpose: To create custom reports which can include actuals, budgets, variances and comments for an organization. The report is structured to the user's needs. Reports with a customized Column Format as defined in Define Custom ...
Custom Budget Entry Article
Tutorial Link Custom Budget Entry is used for entering and viewing budgets. As discussed in the Define Custom Budgets Entry Forms, all of the columns can be user defined. Custom Budget Entry has two tabs: Dashboard and Account Details. Other Budget ...
Import Active Directory Users Article
Users can access Dynamic Budgets with their Windows User ID and password. The best way to do so is to import the Windows User ID/s and password/s into Dynamic Budgets from the Windows Active Directory using this screen. But before any import can ...