Reviewing Shared Allocation and Block Templates
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Reviewing Shared Allocation and Block Templates
- 1 Minute to read
- Print
- DarkLight
- PDF
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Article Summary
This article helps users review shared Allocation and Block templates in Budget Manager Experience. It outlines how to open templates from the Open Items tab, review them in Full Experience view, and mark them as complete automatically moving the task to the Completed tab.
Perform the following steps to review Allocation and Block templates:
Log in to Budget Manager Experience and navigate to the Open Items tab.
Go to the desired template and click Open.
The template opens in the Full Experience view.Once reviewed, click I’m Done to complete the task.
The action task will be marked as complete and moved to the Completed tab in the Budget Manager Experience Home Page.
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