Allocation Templates in Budget Manager Experience

Users can share multiple Allocation templates with budget managers using the Share Template option. Once shared, budget managers can find the templates in the Open Items tab in the Budget Manager Experience view.

When budget managers open Allocation templates in the Budget Manager Experience view, or access them via a copied link or email, the templates will now open in the Full Experience view. Budget managers can review and mark the allocation template tasks as complete directly within this view. Once the task is completed in the Full Experience view, the status will automatically update in the Budget Manager Experience view.

Note:

Only the budget managers who open the Allocation template through the Budget Manager Experience view, Copy Link, or Email will be able to complete the task in the Full Experience view.

How to Share Allocation Templates with Budget Managers?

1. Navigate to the Planning Control Panel and select a Budget entity from the left pane.

2. Select the desired Allocation template, and click Share.
   
   The Share Template screen displays.
   
   

3. In the Add budget manager field, enter the required username of the budget manager or user group with whom you want to share the template(s).

4. Click Send Email to send an email with a link to access the templates, or click Copy Link to copy the template link and share it with any budget manager directly through a message.
   A new action item is also automatically created for the budget manager.
   

How to Review Allocation Templates?

1. Log in to Budget Manager Experience and navigate to the Open Items tab.

2. Go to the desired Allocation template and click Open.
   
   The Allocation template opens in the Full Experience view.

3. Once reviewed, click I’m Done to complete the task.
    
   The template task will be marked as complete and moved to the Completed tab in the Budget Manager Experience view.