Update Budget Configure
- Nida Nur Çelik (Unlicensed)
- Sílvia Loureiro
- Emre
a1. Update Budget Attribute
1.1. Prerequisites
A user with administrator permissions, changes the Budget Configure.
1.2. How to
To grant Budget Configure, navigate to the Budget Management panel and follow these steps:
1.2.1. Select the specific Budget to which you want to grant permissions.
1.2.2. Click on the settings icon located on the left side of the Budget Management panel; this action will redirect you to the settings panel.
1.2.3. Within the settings panel, click on "Budget Configure" from the left-hand side menu, which will open the Budget Configure panel.
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1.2.4. In the Budget Configure panel, click the boxes on the left side of fields to specify which fields appear and selectable on the create screen.
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1.3. Purpose
The selectable fields on the create screen dynamically adjust based on the user's initial selections. For instance, when "Income Actual" is chosen, the corresponding fields for "Income" and "Actual" will be pre-selected and displayed by default on the create screen.
In case:
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By following these steps, you can easily access and configure Budget Configure for the desired Budget in the Budget Management panel.
1.4. Constraints
When it comes to granting permissions for a Budget in the Budget Management panel, consider the following constraints:
1.3.1. Ensure that you have the necessary administrative privileges; lacking these permissions will hinder your ability to grant access.
1.5. Issues that may arise
While attempting to configure Budget Configure for a Budget, be aware of potential issues that might arise:
1.4.1. If you encounter difficulties in accessing the Budget Configure panel or making changes, ensure that your user account has the appropriate privileges within the Budget Management system.