Sharing Templates with Budget Managers

Users can share one or more of the following supported template types with Budget Managers or users with Budget Manager access:

• Global Template Single Copy (GTSC)

• Allocation

• Block

• Workforce Planning (WFP)

These templates can be reviewed and collaborated on within the Budget Manager Experience (BME).

Follow the steps below to share template(s) with Budget Managers:

1. Navigate to the Planning Control Panel and select the desired Scenario.

2. Select the Budget entity from the left pane and click Share.
    

   The Share Template dialog box displays the list of budget managers with whom the template has already been shared. If the template is not shared with anyone, the list appears empty.

    

3. Select template(s) from the Select Template drop-down associated with the entity selected on the Structured Planning home page.

    

   Notes:

   The Permission and View columns will be disabled when sharing multiple templates, as they cannot be changed.

   When multiple templates and users are selected, the view is reset to the Default View.

   The View column in the Share Template dialog box only applies to Global Templates Single Copy (GTSC) templates. To learn more about Views, click here.

4. In the Add budget manager field, enter the required username of the budget manager with whom you want to share template(s). To add multiple managers, enter each username sequentially.

    

5. Click the Shield icon next to the added manager and validate the manager’s permissions to access the template. If any permissions are missing, you can directly navigate to User Management from the validate access pop-up and provide the necessary permissions.

6. Select a View from the drop-down menu next to the budget manager's name. If no selection is made, the default view will be used.

7. Click the Remove icon next to the budget manager's name to deselect the user from the list if you do not want to share templates with them.

    

   Note:

   If the template has already been shared with users, instead of the Remove icon, the Info icon.

8. Follow the either of the steps to share the template:

   • Click Send Email.

     A new action item is also automatically created for the budget manager and an email with a link to access the template is sent to them.

     Note:

     Optionally, click Enter a Message to customize the pre-filled email content or add additional information for the budget managers.

     Or

   • Use the Copy Link option to copy the template link and share it with any budget manager directly through a message.

     When you select a budget manager and click Copy Link, a new action item is also automatically created for the budget manager.