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.