Jenzabar Campus Portal Features Help Hub

Budget

The Budget portlet is accessible from any web-enabled device and works in conjunction with Budget. The Budget portlet can be used to:

View budgets and worksheets and verify their status

  • Enter and update budget amounts

  • View two years of prior actuals (if available)

  • Export budget data to Excel·

  • View, add, and delete comments to worksheets and line items

  • View, add, and delete attachments to worksheets

  • Automatically receive notifications

  • Email other users working with the budget

  • Submit worksheets for approval

  • Approve and deny budget worksheets·

  • Monitor a budget

  • Submit or cancel adjustments you have made to board-approved budgets

  • Approve and deny adjustments to board-approved budgets

  • Make direct adjustments to board-approved budgets

Various settings established in the Budget module determine several Budget portlet capabilities. For more information, see the Budget module online Help and Understanding Worksheet Roles.